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 8-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 | $43,047 | $81,625-47.3% | $58,482-26.4% | $139,434-69.1% |
| Participation rate | 13.6% | 61.3%-47.7pp | 50.9%-37.2pp | 80.3%-66.7pp |
| Annual return | 18.36% | 7404.20%-7385.8pp | 4239.32%-4221.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $417 | $1,398-70.2% | $1,053-60.4% | $4,751-91.2% |
| Participant deferral / active EE | $1,292 | $2,557-49.5% | $1,924-32.8% | $6,710-80.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |