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 | $4,664 | $30,400-84.7% | $53,898-91.3% | $84,808-94.5% |
| Participation rate | 47.8% | 46.4%+1.4pp | 55.0%-7.1pp | 68.3%-20.5pp |
| Annual return | 33.53% | 500.19%-466.7pp | 528.60%-495.1pp | 40.90%-7.4pp |
| Employer contribution / active EE | $250 | $603-58.5% | $932-73.2% | $2,631-90.5% |
| Participant deferral / active EE | $662 | $1,199-44.8% | $1,826-63.8% | $4,212-84.3% |
| Admin fee / account holder | $9 | $1,993-99.6% | $2,491-99.6% | $7,344-99.9% |