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 6-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 | $6,581 | $72,071-90.9% | $68,368-90.4% | $137,256-95.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 18.66% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $671 | $2,788-75.9% | $2,649-74.7% | $4,156-83.9% |
| Participant deferral / active EE | $1,211 | $4,410-72.5% | $4,123-70.6% | $6,407-81.1% |
| Admin fee / account holder | $88 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |