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 | $14,918 | $81,625-81.7% | $58,482-74.5% | $139,434-89.3% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 41.16% | 7404.20%-7363.0pp | 4239.32%-4198.2pp | 372.94%-331.8pp |
| Employer contribution / active EE | $961 | $1,398-31.3% | $1,053-8.8% | $4,751-79.8% |
| Participant deferral / active EE | $3,542 | $2,557+38.6% | $1,924+84.1% | $6,710-47.2% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |