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 | $19,712 | $81,625-75.9% | $58,482-66.3% | $139,434-85.9% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 25.10% | 7404.20%-7379.1pp | 4239.32%-4214.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $817 | $1,398-41.6% | $1,053-22.4% | $4,751-82.8% |
| Participant deferral / active EE | $2,021 | $2,557-20.9% | $1,924+5.1% | $6,710-69.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |