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 | $4,953 | $27,915-82.3% | $58,482-91.5% | $75,163-93.4% |
| Participation rate | 15.8% | 38.8%-23.0pp | 50.9%-35.1pp | 67.2%-51.4pp |
| Annual return | 54.13% | 44.20%+9.9pp | 4239.32%-4185.2pp | 160.62%-106.5pp |
| Employer contribution / active EE | $249 | $669-62.7% | $1,053-76.3% | $2,670-90.7% |
| Participant deferral / active EE | $303 | $1,201-74.8% | $1,924-84.2% | $4,125-92.6% |
| Admin fee / account holder | $15 | $1,726-99.1% | $2,516-99.4% | $5,651-99.7% |