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 7-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 | $3,723 | $74,888-95.0% | $71,209-94.8% | $142,382-97.4% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 19.15% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.8% | $12,624-99.9% |