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 | $2,133 | $76,738-97.2% | $56,411-96.2% | $145,922-98.5% |
| Participation rate | 41.7% | 63.2%-21.5pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 24.83% | 2994.23%-2969.4pp | 1701.33%-1676.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $100 | $1,380-92.7% | $1,039-90.3% | $4,660-97.8% |
| Participant deferral / active EE | $272 | $2,623-89.6% | $1,952-86.1% | $6,688-95.9% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |