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 | $62,191 | $96,305-35.4% | $80,569-22.8% | $139,434-55.4% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 886.73% | 1350.08%-463.4pp | 935.43%-48.7pp | 372.94%+513.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,816 | $5,232+30.3% | $4,447+53.3% | $6,710+1.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |