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 | $14,755 | $156,846-90.6% | $121,098-87.8% | $139,434-89.4% |
| Participation rate | 45.5% | 76.4%-31.0pp | 69.5%-24.0pp | 80.3%-34.9pp |
| Annual return | 74.94% | 1474.56%-1399.6pp | 985.75%-910.8pp | 372.94%-298.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,211 | $4,844+28.2% | $4,080+52.2% | $6,710-7.4% |
| Admin fee / account holder | $155 | $6,946-97.8% | $5,644-97.2% | $11,403-98.6% |