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 | $4,283 | $27,915-84.7% | $58,482-92.7% | $75,163-94.3% |
| Participation rate | 37.8% | 38.8%-1.0pp | 50.9%-13.0pp | 67.2%-29.4pp |
| Annual return | 29.59% | 44.20%-14.6pp | 4239.32%-4209.7pp | 160.62%-131.0pp |
| Employer contribution / active EE | $577 | $669-13.8% | $1,053-45.3% | $2,670-78.4% |
| Participant deferral / active EE | $705 | $1,201-41.3% | $1,924-63.4% | $4,125-82.9% |
| Admin fee / account holder | $57 | $1,726-96.7% | $2,516-97.7% | $5,651-99.0% |