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 | $3,112 | $70,606-95.6% | $53,898-94.2% | $142,382-97.8% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 25.88% | 619.81%-593.9pp | 528.60%-502.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $407 | $1,202-66.1% | $932-56.3% | $4,299-90.5% |
| Participant deferral / active EE | $542 | $2,364-77.1% | $1,826-70.3% | $6,507-91.7% |
| Admin fee / account holder | $61 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |