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 | $2,796 | $84,402-96.7% | $61,373-95.4% | $134,475-97.9% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -20.83% | 584.55%-605.4pp | 338.61%-359.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $735 | $1,544-52.4% | $1,159-36.6% | $4,740-84.5% |
| Participant deferral / active EE | $1,225 | $2,819-56.5% | $2,125-42.4% | $6,400-80.9% |
| Admin fee / account holder | $6 | $2,585-99.8% | $2,130-99.7% | $11,426-99.9% |