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 | $15,303 | $81,625-81.3% | $58,482-73.8% | $139,434-89.0% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 33.24% | 7404.20%-7371.0pp | 4239.32%-4206.1pp | 372.94%-339.7pp |
| Employer contribution / active EE | $252 | $1,398-82.0% | $1,053-76.1% | $4,751-94.7% |
| Participant deferral / active EE | $632 | $2,557-75.3% | $1,924-67.1% | $6,710-90.6% |
| Admin fee / account holder | $131 | $3,265-96.0% | $2,516-94.8% | $11,403-98.9% |