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 5-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 | $27,945 | $81,625-65.8% | $58,482-52.2% | $139,434-80.0% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 23.04% | 7404.20%-7381.2pp | 4239.32%-4216.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $204 | $1,398-85.4% | $1,053-80.6% | $4,751-95.7% |
| Participant deferral / active EE | $1,350 | $2,557-47.2% | $1,924-29.8% | $6,710-79.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |