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 | $2,280 | $67,823-96.6% | $52,425-95.7% | $137,256-98.3% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 38.31% | 219.11%-180.8pp | 302.12%-263.8pp | 220.34%-182.0pp |
| Employer contribution / active EE | $297 | $1,163-74.4% | $914-67.5% | $4,156-92.8% |
| Participant deferral / active EE | $561 | $2,288-75.5% | $1,790-68.7% | $6,407-91.2% |
| Admin fee / account holder | $10 | $2,844-99.7% | $2,495-99.6% | $12,270-99.9% |