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 5-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 | $32,645 | $81,625-60.0% | $58,482-44.2% | $139,434-76.6% |
| Participation rate | 54.5% | 61.3%-6.8pp | 50.9%+3.7pp | 80.3%-25.8pp |
| Annual return | 16.85% | 7404.20%-7387.3pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $389 | $1,398-72.2% | $1,053-63.0% | $4,751-91.8% |
| Participant deferral / active EE | $4,793 | $2,557+87.5% | $1,924+149.1% | $6,710-28.6% |
| Admin fee / account holder | $131 | $3,265-96.0% | $2,516-94.8% | $11,403-98.9% |