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 | $39,510 | $76,738-48.5% | $56,411-30.0% | $145,922-72.9% |
| Participation rate | 26.1% | 63.2%-37.1pp | 52.5%-26.4pp | 80.3%-54.2pp |
| Annual return | 20.56% | 2994.23%-2973.7pp | 1701.33%-1680.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $633 | $1,380-54.2% | $1,039-39.1% | $4,660-86.4% |
| Participant deferral / active EE | $1,972 | $2,623-24.8% | $1,952+1.0% | $6,688-70.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |