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 | $67,698 | $81,625-17.1% | $58,482+15.8% | $139,434-51.4% |
| Participation rate | 13.0% | 61.3%-48.3pp | 50.9%-37.8pp | 80.3%-67.3pp |
| Annual return | 26.88% | 7404.20%-7377.3pp | 4239.32%-4212.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $319 | $1,398-77.2% | $1,053-69.8% | $4,751-93.3% |
| Participant deferral / active EE | $2,115 | $2,557-17.3% | $1,924+9.9% | $6,710-68.5% |
| Admin fee / account holder | $47 | $3,265-98.6% | $2,516-98.1% | $11,403-99.6% |