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 | $64,049 | $27,915+129.4% | $58,482+9.5% | $75,163-14.8% |
| Participation rate | 10.8% | 38.8%-28.0pp | 50.9%-40.0pp | 67.2%-56.4pp |
| Annual return | 24.31% | 44.20%-19.9pp | 4239.32%-4215.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $937 | $669+40.1% | $1,053-11.0% | $2,670-64.9% |
| Participant deferral / active EE | $2,349 | $1,201+95.6% | $1,924+22.1% | $4,125-43.1% |
| Admin fee / account holder | $20 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |