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 | $18,682 | $109,982-83.0% | $97,226-80.8% | $145,922-87.2% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 18.49% | 242.90%-224.4pp | 75.13%-56.6pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,425 | $3,084-21.4% | $2,729-11.1% | $4,660-48.0% |
| Participant deferral / active EE | $3,603 | $4,676-22.9% | $4,264-15.5% | $6,688-46.1% |
| Admin fee / account holder | $10 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |