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 10-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 | $2,256 | $81,625-97.2% | $58,482-96.1% | $139,434-98.4% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 28.20% | 7404.20%-7376.0pp | 4239.32%-4211.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $387 | $1,398-72.3% | $1,053-63.2% | $4,751-91.8% |
| Participant deferral / active EE | $443 | $2,557-82.7% | $1,924-77.0% | $6,710-93.4% |
| Admin fee / account holder | $138 | $3,265-95.8% | $2,516-94.5% | $11,403-98.8% |