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 | $23,225 | $81,625-71.5% | $58,482-60.3% | $139,434-83.3% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 26.42% | 7404.20%-7377.8pp | 4239.32%-4212.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $502 | $1,398-64.1% | $1,053-52.3% | $4,751-89.4% |
| Participant deferral / active EE | $1,972 | $2,557-22.9% | $1,924+2.5% | $6,710-70.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |