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 | $8,136 | $81,625-90.0% | $58,482-86.1% | $139,434-94.2% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 78.46% | 7404.20%-7325.7pp | 4239.32%-4160.9pp | 372.94%-294.5pp |
| Employer contribution / active EE | $381 | $1,398-72.8% | $1,053-63.9% | $4,751-92.0% |
| Participant deferral / active EE | $413 | $2,557-83.9% | $1,924-78.6% | $6,710-93.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |