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 | $12,520 | $81,625-84.7% | $58,482-78.6% | $139,434-91.0% |
| Participation rate | 30.4% | 61.3%-30.9pp | 50.9%-20.4pp | 80.3%-49.9pp |
| Annual return | 42.61% | 7404.20%-7361.6pp | 4239.32%-4196.7pp | 372.94%-330.3pp |
| Employer contribution / active EE | $425 | $1,398-69.6% | $1,053-59.7% | $4,751-91.1% |
| Participant deferral / active EE | $1,298 | $2,557-49.2% | $1,924-32.5% | $6,710-80.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |