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 | $42,156 | $76,738-45.1% | $56,411-25.3% | $145,922-71.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 16.25% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $314 | $1,380-77.3% | $1,039-69.8% | $4,660-93.3% |
| Participant deferral / active EE | $2,145 | $2,623-18.2% | $1,952+9.9% | $6,688-67.9% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |