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 | $93,606 | $81,625+14.7% | $58,482+60.1% | $139,434-32.9% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 22.55% | 7404.20%-7381.6pp | 4239.32%-4216.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $625 | $1,398-55.3% | $1,053-40.7% | $4,751-86.8% |
| Participant deferral / active EE | $3,186 | $2,557+24.6% | $1,924+65.6% | $6,710-52.5% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |