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 | $47,604 | $70,606-32.6% | $53,898-11.7% | $142,382-66.6% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 25.35% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.7pp |
| Employer contribution / active EE | $450 | $1,202-62.6% | $932-51.8% | $4,299-89.5% |
| Participant deferral / active EE | $3,962 | $2,364+67.6% | $1,826+116.9% | $6,507-39.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |