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 | $6,177 | $27,915-77.9% | $58,482-89.4% | $75,163-91.8% |
| Participation rate | 19.4% | 38.8%-19.5pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 29.41% | 44.20%-14.8pp | 4239.32%-4209.9pp | 160.62%-131.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $655 | $1,201-45.5% | $1,924-65.9% | $4,125-84.1% |
| Admin fee / account holder | $61 | $1,726-96.4% | $2,516-97.6% | $5,651-98.9% |