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 | $3,556 | $70,606-95.0% | $53,898-93.4% | $142,382-97.5% |
| Participation rate | 9.5% | 63.7%-54.2pp | 55.0%-45.4pp | 80.1%-70.6pp |
| Annual return | 36.38% | 619.81%-583.4pp | 528.60%-492.2pp | 217.08%-180.7pp |
| Employer contribution / active EE | $223 | $1,202-81.4% | $932-76.0% | $4,299-94.8% |
| Participant deferral / active EE | $257 | $2,364-89.1% | $1,826-85.9% | $6,507-96.1% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |