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 | $3,576 | $27,915-87.2% | $58,482-93.9% | $75,163-95.2% |
| Participation rate | 31.0% | 38.8%-7.8pp | 50.9%-19.9pp | 67.2%-36.2pp |
| Annual return | 48.57% | 44.20%+4.4pp | 4239.32%-4190.7pp | 160.62%-112.0pp |
| Employer contribution / active EE | $351 | $669-47.5% | $1,053-66.7% | $2,670-86.9% |
| Participant deferral / active EE | $415 | $1,201-65.5% | $1,924-78.4% | $4,125-89.9% |
| Admin fee / account holder | $7 | $1,726-99.6% | $2,516-99.7% | $5,651-99.9% |