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 | $9,409 | $81,625-88.5% | $58,482-83.9% | $139,434-93.3% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 47.17% | 7404.20%-7357.0pp | 4239.32%-4192.1pp | 372.94%-325.8pp |
| Employer contribution / active EE | $568 | $1,398-59.3% | $1,053-46.0% | $4,751-88.0% |
| Participant deferral / active EE | $2,209 | $2,557-13.6% | $1,924+14.8% | $6,710-67.1% |
| Admin fee / account holder | $8 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |