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 | $9,134 | $81,625-88.8% | $58,482-84.4% | $139,434-93.4% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 31.70% | 7404.20%-7372.5pp | 4239.32%-4207.6pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,160 | $1,398-17.0% | $1,053+10.1% | $4,751-75.6% |
| Participant deferral / active EE | $3,078 | $2,557+20.4% | $1,924+60.0% | $6,710-54.1% |
| Admin fee / account holder | $25 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |