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 | $1,026 | $67,823-98.5% | $52,425-98.0% | $137,256-99.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 33.00% | 219.11%-186.1pp | 302.12%-269.1pp | 220.34%-187.3pp |
| Employer contribution / active EE | $2 | $1,163-99.8% | $914-99.8% | $4,156-100.0% |
| Participant deferral / active EE | $551 | $2,288-75.9% | $1,790-69.2% | $6,407-91.4% |
| Admin fee / account holder | $13 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |