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 | $1,793 | $76,738-97.7% | $56,411-96.8% | $145,922-98.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 42.90% | 2994.23%-2951.3pp | 1701.33%-1658.4pp | 561.29%-518.4pp |
| Employer contribution / active EE | $689 | $1,380-50.1% | $1,039-33.7% | $4,660-85.2% |
| Participant deferral / active EE | $934 | $2,623-64.4% | $1,952-52.2% | $6,688-86.0% |
| Admin fee / account holder | $27 | $3,334-99.2% | $2,829-99.0% | $13,397-99.8% |