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 | $2,590 | $70,606-96.3% | $53,898-95.2% | $142,382-98.2% |
| Participation rate | 61.1% | 63.7%-2.6pp | 55.0%+6.2pp | 80.1%-19.0pp |
| Annual return | 91.88% | 619.81%-527.9pp | 528.60%-436.7pp | 217.08%-125.2pp |
| Employer contribution / active EE | $582 | $1,202-51.6% | $932-37.6% | $4,299-86.5% |
| Participant deferral / active EE | $687 | $2,364-70.9% | $1,826-62.4% | $6,507-89.4% |
| Admin fee / account holder | $13 | $2,852-99.5% | $2,491-99.5% | $12,624-99.9% |