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 | $3,503 | $81,625-95.7% | $58,482-94.0% | $139,434-97.5% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 32.95% | 7404.20%-7371.2pp | 4239.32%-4206.4pp | 372.94%-340.0pp |
| Employer contribution / active EE | $450 | $1,398-67.8% | $1,053-57.3% | $4,751-90.5% |
| Participant deferral / active EE | $515 | $2,557-79.9% | $1,924-73.3% | $6,710-92.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |