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 | $4,971 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 18.09% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $685 | $1,202-43.0% | $932-26.5% | $4,299-84.1% |
| Participant deferral / active EE | $1,275 | $2,364-46.1% | $1,826-30.2% | $6,507-80.4% |
| Admin fee / account holder | $52 | $2,852-98.2% | $2,491-97.9% | $12,624-99.6% |