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 | $1,522 | $81,625-98.1% | $58,482-97.4% | $139,434-98.9% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 40.11% | 7404.20%-7364.1pp | 4239.32%-4199.2pp | 372.94%-332.8pp |
| Employer contribution / active EE | $209 | $1,398-85.1% | $1,053-80.2% | $4,751-95.6% |
| Participant deferral / active EE | $425 | $2,557-83.4% | $1,924-77.9% | $6,710-93.7% |
| Admin fee / account holder | $9 | $3,265-99.7% | $2,516-99.7% | $11,403-99.9% |