See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,280 | $96,305-59.2% | $80,569-51.2% | $139,434-71.8% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 25.34% | 1350.08%-1324.7pp | 935.43%-910.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,595 | $3,262-20.5% | $2,723-4.7% | $4,751-45.4% |
| Participant deferral / active EE | $12,346 | $5,232+136.0% | $4,447+177.6% | $6,710+84.0% |
| Admin fee / account holder | $65 | $6,599-99.0% | $5,377-98.8% | $11,403-99.4% |