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 6-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 | $1,376 | $76,738-98.2% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 48.06% | 2994.23%-2946.2pp | 1701.33%-1653.3pp | 561.29%-513.2pp |
| Employer contribution / active EE | $344 | $1,380-75.1% | $1,039-66.9% | $4,660-92.6% |
| Participant deferral / active EE | $388 | $2,623-85.2% | $1,952-80.1% | $6,688-94.2% |
| Admin fee / account holder | $23 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |