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 | $54,705-91.9% | $71,209-93.8% | $84,808-94.8% |
| Participation rate | 69.2% | 64.1%+5.2pp | 73.8%-4.5pp | 68.3%+0.9pp |
| Annual return | 27.99% | 35.90%-7.9pp | 282.51%-254.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,174 | $2,158-45.6% | $2,721-56.9% | $2,631-55.4% |
| Participant deferral / active EE | $1,288 | $3,030-57.5% | $4,175-69.2% | $4,212-69.4% |
| Admin fee / account holder | $76 | $4,863-98.4% | $5,349-98.6% | $7,344-99.0% |