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 | $5,345 | $76,738-93.0% | $56,411-90.5% | $145,922-96.3% |
| Participation rate | 52.6% | 63.2%-10.6pp | 52.5%+0.2pp | 80.3%-27.6pp |
| Annual return | 10.59% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $184 | $1,380-86.7% | $1,039-82.3% | $4,660-96.0% |
| Participant deferral / active EE | $950 | $2,623-63.8% | $1,952-51.3% | $6,688-85.8% |
| Admin fee / account holder | $132 | $3,334-96.0% | $2,829-95.3% | $13,397-99.0% |