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 | $64,895 | $81,625-20.5% | $58,482+11.0% | $139,434-53.5% |
| Participation rate | 14.3% | 61.3%-47.0pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 20.98% | 7404.20%-7383.2pp | 4239.32%-4218.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $827 | $1,398-40.9% | $1,053-21.5% | $4,751-82.6% |
| Participant deferral / active EE | $2,236 | $2,557-12.5% | $1,924+16.2% | $6,710-66.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |