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 | $13,754 | $81,625-83.2% | $58,482-76.5% | $139,434-90.1% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 471.86% | 7404.20%-6932.3pp | 4239.32%-3767.5pp | 372.94%+98.9pp |
| Employer contribution / active EE | $2,629 | $1,398+88.0% | $1,053+149.6% | $4,751-44.7% |
| Participant deferral / active EE | $7,121 | $2,557+178.5% | $1,924+270.1% | $6,710+6.1% |
| Admin fee / account holder | $46 | $3,265-98.6% | $2,516-98.2% | $11,403-99.6% |