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 | $19,593 | $76,738-74.5% | $56,411-65.3% | $145,922-86.6% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.6pp | 80.3%-48.5pp |
| Annual return | 20.60% | 2994.23%-2973.6pp | 1701.33%-1680.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $517 | $1,380-62.6% | $1,039-50.3% | $4,660-88.9% |
| Participant deferral / active EE | $1,645 | $2,623-37.3% | $1,952-15.7% | $6,688-75.4% |
| Admin fee / account holder | $100 | $3,334-97.0% | $2,829-96.5% | $13,397-99.3% |