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 | $33,132 | $96,305-65.6% | $80,569-58.9% | $139,434-76.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 27.15% | 1350.08%-1322.9pp | 935.43%-908.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $1,927 | $3,262-40.9% | $2,723-29.3% | $4,751-59.4% |
| Participant deferral / active EE | $8,413 | $5,232+60.8% | $4,447+89.2% | $6,710+25.4% |
| Admin fee / account holder | $36 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |