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 | $14,725 | $156,846-90.6% | $121,098-87.8% | $139,434-89.4% |
| Participation rate | 22.2% | 76.4%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 54.37% | 1474.56%-1420.2pp | 985.75%-931.4pp | 372.94%-318.6pp |
| Employer contribution / active EE | $584 | $5,536-89.5% | $4,164-86.0% | $4,751-87.7% |
| Participant deferral / active EE | $731 | $4,844-84.9% | $4,080-82.1% | $6,710-89.1% |
| Admin fee / account holder | $22 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |