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 | $27,355 | $81,625-66.5% | $58,482-53.2% | $139,434-80.4% |
| Participation rate | 9.5% | 61.3%-51.8pp | 50.9%-41.3pp | 80.3%-70.8pp |
| Annual return | 35.18% | 7404.20%-7369.0pp | 4239.32%-4204.1pp | 372.94%-337.8pp |
| Employer contribution / active EE | $196 | $1,398-86.0% | $1,053-81.4% | $4,751-95.9% |
| Participant deferral / active EE | $1,234 | $2,557-51.7% | $1,924-35.8% | $6,710-81.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |