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 | $1,411 | $70,606-98.0% | $53,898-97.4% | $142,382-99.0% |
| Participation rate | 57.9% | 63.7%-5.8pp | 55.0%+2.9pp | 80.1%-22.2pp |
| Annual return | 19.06% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4 | $1,202-99.7% | $932-99.6% | $4,299-99.9% |
| Participant deferral / active EE | $698 | $2,364-70.5% | $1,826-61.8% | $6,507-89.3% |
| Admin fee / account holder | $102 | $2,852-96.4% | $2,491-95.9% | $12,624-99.2% |