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 | $22,094 | $70,606-68.7% | $53,898-59.0% | $142,382-84.5% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 19.52% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,482 | $1,202+23.3% | $932+59.0% | $4,299-65.5% |
| Participant deferral / active EE | $1,601 | $2,364-32.3% | $1,826-12.4% | $6,507-75.4% |
| Admin fee / account holder | $49 | $2,852-98.3% | $2,491-98.0% | $12,624-99.6% |