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 | $1,660 | $70,606-97.6% | $53,898-96.9% | $142,382-98.8% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 25.74% | 619.81%-594.1pp | 528.60%-502.9pp | 217.08%-191.3pp |
| Employer contribution / active EE | $173 | $1,202-85.6% | $932-81.5% | $4,299-96.0% |
| Participant deferral / active EE | $788 | $2,364-66.7% | $1,826-56.8% | $6,507-87.9% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |