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 7-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 | $4,408 | $51,638-91.5% | $68,368-93.6% | $82,448-94.7% |
| Participation rate | 69.2% | 63.6%+5.6pp | 73.8%-4.5pp | 68.1%+1.2pp |
| Annual return | 27.99% | 37.53%-9.5pp | 292.57%-264.6pp | 41.64%-13.6pp |
| Employer contribution / active EE | $1,174 | $2,047-42.6% | $2,649-55.7% | $2,551-54.0% |
| Participant deferral / active EE | $1,288 | $2,914-55.8% | $4,123-68.8% | $4,139-68.9% |
| Admin fee / account holder | $76 | $4,643-98.4% | $5,150-98.5% | $7,234-98.9% |