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 | $4,715 | $70,606-93.3% | $53,898-91.3% | $142,382-96.7% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | 20.93% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $133 | $1,202-88.9% | $932-85.7% | $4,299-96.9% |
| Participant deferral / active EE | $333 | $2,364-85.9% | $1,826-81.7% | $6,507-94.9% |
| Admin fee / account holder | $27 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |