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 | $8,118 | $81,625-90.1% | $58,482-86.1% | $139,434-94.2% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 44.99% | 7404.20%-7359.2pp | 4239.32%-4194.3pp | 372.94%-328.0pp |
| Employer contribution / active EE | $264 | $1,398-81.2% | $1,053-75.0% | $4,751-94.5% |
| Participant deferral / active EE | $201 | $2,557-92.1% | $1,924-89.6% | $6,710-97.0% |
| Admin fee / account holder | $114 | $3,265-96.5% | $2,516-95.5% | $11,403-99.0% |