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 | $5,796 | $30,400-80.9% | $53,898-89.2% | $84,808-93.2% |
| Participation rate | 61.3% | 46.4%+14.8pp | 55.0%+6.3pp | 68.3%-7.0pp |
| Annual return | 20.88% | 500.19%-479.3pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $171 | $603-71.6% | $932-81.6% | $2,631-93.5% |
| Participant deferral / active EE | $314 | $1,199-73.8% | $1,826-82.8% | $4,212-92.6% |
| Admin fee / account holder | $29 | $1,993-98.6% | $2,491-98.8% | $7,344-99.6% |