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 | $1,957 | $70,606-97.2% | $53,898-96.4% | $142,382-98.6% |
| Participation rate | 52.9% | 63.7%-10.8pp | 55.0%-2.0pp | 80.1%-27.2pp |
| Annual return | 29.81% | 619.81%-590.0pp | 528.60%-498.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $156 | $1,202-87.0% | $932-83.3% | $4,299-96.4% |
| Participant deferral / active EE | $623 | $2,364-73.6% | $1,826-65.9% | $6,507-90.4% |
| Admin fee / account holder | $9 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |