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 | $3,881 | $88,751-95.6% | $81,812-95.3% | $145,922-97.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 46.88% | 1025.40%-978.5pp | 773.79%-726.9pp | 561.29%-514.4pp |
| Employer contribution / active EE | $894 | $3,083-71.0% | $2,912-69.3% | $4,660-80.8% |
| Participant deferral / active EE | $1,513 | $4,643-67.4% | $4,319-65.0% | $6,688-77.4% |
| Admin fee / account holder | $198 | $8,415-97.7% | $7,386-97.3% | $13,397-98.5% |