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 | $1,499 | $67,823-97.8% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 34.84% | 219.11%-184.3pp | 302.12%-267.3pp | 220.34%-185.5pp |
| Employer contribution / active EE | $174 | $1,163-85.0% | $914-81.0% | $4,156-95.8% |
| Participant deferral / active EE | $1,348 | $2,288-41.1% | $1,790-24.7% | $6,407-79.0% |
| Admin fee / account holder | $79 | $2,844-97.2% | $2,495-96.8% | $12,270-99.4% |