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 5-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 | $29,372 | $81,625-64.0% | $58,482-49.8% | $139,434-78.9% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 22.82% | 7404.20%-7381.4pp | 4239.32%-4216.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,029 | $1,398-26.4% | $1,053-2.3% | $4,751-78.3% |
| Participant deferral / active EE | $2,260 | $2,557-11.6% | $1,924+17.5% | $6,710-66.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |