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 5-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 | $5,937 | $76,738-92.3% | $56,411-89.5% | $145,922-95.9% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 48.57% | 2994.23%-2945.7pp | 1701.33%-1652.8pp | 561.29%-512.7pp |
| Employer contribution / active EE | $330 | $1,380-76.1% | $1,039-68.3% | $4,660-92.9% |
| Participant deferral / active EE | $664 | $2,623-74.7% | $1,952-66.0% | $6,688-90.1% |
| Admin fee / account holder | $2 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |