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 | $4,232 | $81,625-94.8% | $58,482-92.8% | $139,434-97.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 10.07% | 7404.20%-7394.1pp | 4239.32%-4229.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $255 | $1,398-81.8% | $1,053-75.8% | $4,751-94.6% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $18 | $3,265-99.5% | $2,516-99.3% | $11,403-99.8% |