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 3-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 | $32,328 | $70,606-54.2% | $53,898-40.0% | $142,382-77.3% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 42.03% | 619.81%-577.8pp | 528.60%-486.6pp | 217.08%-175.0pp |
| Employer contribution / active EE | $736 | $1,202-38.7% | $932-21.0% | $4,299-82.9% |
| Participant deferral / active EE | $4,107 | $2,364+73.7% | $1,826+124.9% | $6,507-36.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |