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 | $4,853 | $81,625-94.1% | $58,482-91.7% | $139,434-96.5% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 53.68% | 7404.20%-7350.5pp | 4239.32%-4185.6pp | 372.94%-319.3pp |
| Employer contribution / active EE | $1,070 | $1,398-23.4% | $1,053+1.6% | $4,751-77.5% |
| Participant deferral / active EE | $2,887 | $2,557+12.9% | $1,924+50.0% | $6,710-57.0% |
| Admin fee / account holder | $128 | $3,265-96.1% | $2,516-94.9% | $11,403-98.9% |