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 | $3,267 | $70,606-95.4% | $53,898-93.9% | $142,382-97.7% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 24.79% | 619.81%-595.0pp | 528.60%-503.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $828 | $1,202-31.1% | $932-11.2% | $4,299-80.7% |
| Participant deferral / active EE | $1,286 | $2,364-45.6% | $1,826-29.6% | $6,507-80.2% |
| Admin fee / account holder | $31 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |