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 | $2,258 | $29,319-92.3% | $52,425-95.7% | $82,448-97.3% |
| Participation rate | 41.8% | 46.9%-5.1pp | 55.6%-13.8pp | 68.1%-26.3pp |
| Annual return | 41.64% | 535.20%-493.6pp | 302.12%-260.5pp | 41.64%0pp |
| Employer contribution / active EE | $105 | $586-82.2% | $914-88.6% | $2,551-95.9% |
| Participant deferral / active EE | $495 | $1,171-57.8% | $1,790-72.4% | $4,139-88.0% |
| Admin fee / account holder | $56 | $1,962-97.1% | $2,495-97.8% | $7,234-99.2% |