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 3-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 | $1,997 | $70,606-97.2% | $53,898-96.3% | $142,382-98.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 27.63% | 619.81%-592.2pp | 528.60%-501.0pp | 217.08%-189.4pp |
| Employer contribution / active EE | $516 | $1,202-57.1% | $932-44.7% | $4,299-88.0% |
| Participant deferral / active EE | $516 | $2,364-78.2% | $1,826-71.8% | $6,507-92.1% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |