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 9-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 | $66,788 | $104,106-35.8% | $71,086-6.0% | $135,375-50.7% |
| Participation rate | 23.1% | 65.7%-42.6pp | 54.7%-31.6pp | 82.6%-59.6pp |
| Annual return | 85.76% | 1256.30%-1170.5pp | 650.59%-564.8pp | 519.73%-434.0pp |
| Employer contribution / active EE | $534 | $1,485-64.1% | $1,088-50.9% | $4,779-88.8% |
| Participant deferral / active EE | $534 | $2,527-78.9% | $1,874-71.5% | $5,609-90.5% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |