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 | $1,669 | $30,400-94.5% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 61.3% | 46.4%+14.8pp | 55.0%+6.3pp | 68.3%-7.0pp |
| Annual return | 24.61% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $115 | $603-81.0% | $932-87.7% | $2,631-95.6% |
| Participant deferral / active EE | $556 | $1,199-53.6% | $1,826-69.5% | $4,212-86.8% |
| Admin fee / account holder | $9 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |