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 | $8,900 | $39,019-77.2% | $80,716-89.0% | $85,850-89.6% |
| Participation rate | 22.0% | 41.5%-19.6pp | 54.2%-32.2pp | 69.3%-47.4pp |
| Annual return | 22.97% | 26.27%-3.3pp | 87.28%-64.3pp | 318.53%-295.6pp |
| Employer contribution / active EE | $297 | $722-58.9% | $1,160-74.4% | $2,565-88.4% |
| Participant deferral / active EE | $374 | $1,326-71.8% | $2,146-82.6% | $3,952-90.5% |
| Admin fee / account holder | $183 | $2,431-92.5% | $3,380-94.6% | $6,260-97.1% |