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 3-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 | $41,876 | $76,738-45.4% | $56,411-25.8% | $145,922-71.3% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 17.83% | 2994.23%-2976.4pp | 1701.33%-1683.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $374 | $1,380-72.9% | $1,039-64.0% | $4,660-92.0% |
| Participant deferral / active EE | $2,359 | $2,623-10.1% | $1,952+20.8% | $6,688-64.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |