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 | $22,083 | $76,738-71.2% | $56,411-60.9% | $145,922-84.9% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 48.27% | 2994.23%-2946.0pp | 1701.33%-1653.1pp | 561.29%-513.0pp |
| Employer contribution / active EE | $375 | $1,380-72.8% | $1,039-63.9% | $4,660-91.9% |
| Participant deferral / active EE | $893 | $2,623-65.9% | $1,952-54.2% | $6,688-86.6% |
| Admin fee / account holder | $89 | $3,334-97.3% | $2,829-96.9% | $13,397-99.3% |