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 | $5,250 | $27,915-81.2% | $58,482-91.0% | $75,163-93.0% |
| Participation rate | 30.4% | 38.8%-8.4pp | 50.9%-20.4pp | 67.2%-36.8pp |
| Annual return | 55.45% | 44.20%+11.2pp | 4239.32%-4183.9pp | 160.62%-105.2pp |
| Employer contribution / active EE | $405 | $669-39.4% | $1,053-61.5% | $2,670-84.8% |
| Participant deferral / active EE | $1,066 | $1,201-11.3% | $1,924-44.6% | $4,125-74.2% |
| Admin fee / account holder | $151 | $1,726-91.3% | $2,516-94.0% | $5,651-97.3% |