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 | $1,284 | $70,606-98.2% | $53,898-97.6% | $142,382-99.1% |
| Participation rate | 65.0% | 63.7%+1.3pp | 55.0%+10.0pp | 80.1%-15.1pp |
| Annual return | 27.65% | 619.81%-592.2pp | 528.60%-500.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $275 | $1,202-77.1% | $932-70.5% | $4,299-93.6% |
| Participant deferral / active EE | $422 | $2,364-82.1% | $1,826-76.9% | $6,507-93.5% |
| Admin fee / account holder | $5 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |