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 3-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 | $1,366 | $70,606-98.1% | $53,898-97.5% | $142,382-99.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 23.35% | 619.81%-596.5pp | 528.60%-505.3pp | 217.08%-193.7pp |
| Employer contribution / active EE | $165 | $1,202-86.3% | $932-82.3% | $4,299-96.2% |
| Participant deferral / active EE | $1,126 | $2,364-52.4% | $1,826-38.3% | $6,507-82.7% |
| Admin fee / account holder | $7 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |