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 | $5,226 | $67,823-92.3% | $52,425-90.0% | $137,256-96.2% |
| Participation rate | 21.7% | 63.9%-42.2pp | 55.6%-33.9pp | 80.0%-58.2pp |
| Annual return | 24.19% | 219.11%-194.9pp | 302.12%-277.9pp | 220.34%-196.1pp |
| Employer contribution / active EE | $124 | $1,163-89.3% | $914-86.4% | $4,156-97.0% |
| Participant deferral / active EE | $323 | $2,288-85.9% | $1,790-82.0% | $6,407-95.0% |
| Admin fee / account holder | $30 | $2,844-99.0% | $2,495-98.8% | $12,270-99.8% |