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 | $2,217 | $81,625-97.3% | $58,482-96.2% | $139,434-98.4% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 100.68% | 7404.20%-7303.5pp | 4239.32%-4138.6pp | 372.94%-272.3pp |
| Employer contribution / active EE | $151 | $1,398-89.2% | $1,053-85.6% | $4,751-96.8% |
| Participant deferral / active EE | $769 | $2,557-69.9% | $1,924-60.1% | $6,710-88.5% |
| Admin fee / account holder | $4 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |