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 | $14,267 | $70,606-79.8% | $53,898-73.5% | $142,382-90.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 25.51% | 619.81%-594.3pp | 528.60%-503.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $467 | $1,202-61.2% | $932-49.9% | $4,299-89.1% |
| Participant deferral / active EE | $3,789 | $2,364+60.3% | $1,826+107.5% | $6,507-41.8% |
| Admin fee / account holder | $85 | $2,852-97.0% | $2,491-96.6% | $12,624-99.3% |