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 | $1,779 | $76,738-97.7% | $56,411-96.8% | $145,922-98.8% |
| Participation rate | 68.2% | 63.2%+5.0pp | 52.5%+15.7pp | 80.3%-12.1pp |
| Annual return | 19.68% | 2994.23%-2974.5pp | 1701.33%-1681.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $394 | $1,380-71.4% | $1,039-62.0% | $4,660-91.5% |
| Participant deferral / active EE | $549 | $2,623-79.1% | $1,952-71.9% | $6,688-91.8% |
| Admin fee / account holder | $251 | $3,334-92.5% | $2,829-91.1% | $13,397-98.1% |