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 | $11,109 | $81,625-86.4% | $58,482-81.0% | $139,434-92.0% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.2pp |
| Annual return | 34.91% | 7404.20%-7369.3pp | 4239.32%-4204.4pp | 372.94%-338.0pp |
| Employer contribution / active EE | $449 | $1,398-67.9% | $1,053-57.4% | $4,751-90.6% |
| Participant deferral / active EE | $1,763 | $2,557-31.0% | $1,924-8.4% | $6,710-73.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |