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 | $6,558 | $81,625-92.0% | $58,482-88.8% | $139,434-95.3% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 27.43% | 7404.20%-7376.8pp | 4239.32%-4211.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,557 | $1,398+11.4% | $1,053+47.8% | $4,751-67.2% |
| Participant deferral / active EE | $4,732 | $2,557+85.1% | $1,924+146.0% | $6,710-29.5% |
| Admin fee / account holder | $15 | $3,265-99.5% | $2,516-99.4% | $11,403-99.9% |