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 3-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 | $8,480 | $101,618-91.7% | $93,063-90.9% | $137,256-93.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 19.25% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $999 | $2,707-63.1% | $2,476-59.7% | $4,156-76.0% |
| Participant deferral / active EE | $1,524 | $4,279-64.4% | $3,958-61.5% | $6,407-76.2% |
| Admin fee / account holder | $18 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |