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 | $35,942 | $81,625-56.0% | $58,482-38.5% | $139,434-74.2% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 28.46% | 7404.20%-7375.7pp | 4239.32%-4210.9pp | 372.94%-344.5pp |
| Employer contribution / active EE | $625 | $1,398-55.3% | $1,053-40.6% | $4,751-86.8% |
| Participant deferral / active EE | $1,912 | $2,557-25.2% | $1,924-0.6% | $6,710-71.5% |
| Admin fee / account holder | $135 | $3,265-95.9% | $2,516-94.6% | $11,403-98.8% |