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 | $26,280 | $81,625-67.8% | $58,482-55.1% | $139,434-81.2% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 18.46% | 7404.20%-7385.7pp | 4239.32%-4220.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $434 | $1,398-69.0% | $1,053-58.8% | $4,751-90.9% |
| Participant deferral / active EE | $316 | $2,557-87.6% | $1,924-83.6% | $6,710-95.3% |
| Admin fee / account holder | $70 | $3,265-97.8% | $2,516-97.2% | $11,403-99.4% |