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 | $36,582 | $81,625-55.2% | $58,482-37.4% | $139,434-73.8% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 15.33% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,297 | $1,398-7.2% | $1,053+23.1% | $4,751-72.7% |
| Participant deferral / active EE | $9,075 | $2,557+255.0% | $1,924+371.7% | $6,710+35.2% |
| Admin fee / account holder | $11 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |