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 | $17,505 | $81,625-78.6% | $58,482-70.1% | $139,434-87.4% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 32.36% | 7404.20%-7371.8pp | 4239.32%-4207.0pp | 372.94%-340.6pp |
| Employer contribution / active EE | $457 | $1,398-67.3% | $1,053-56.6% | $4,751-90.4% |
| Participant deferral / active EE | $1,200 | $2,557-53.1% | $1,924-37.6% | $6,710-82.1% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |