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 | $2,238 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 43.28% | 619.81%-576.5pp | 528.60%-485.3pp | 217.08%-173.8pp |
| Employer contribution / active EE | $243 | $1,202-79.8% | $932-73.9% | $4,299-94.3% |
| Participant deferral / active EE | $1,075 | $2,364-54.5% | $1,826-41.1% | $6,507-83.5% |
| Admin fee / account holder | $114 | $2,852-96.0% | $2,491-95.4% | $12,624-99.1% |