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 | $7,019 | $39,019-82.0% | $80,716-91.3% | $85,850-91.8% |
| Participation rate | 28.3% | 41.5%-13.2pp | 54.2%-25.8pp | 69.3%-41.0pp |
| Annual return | 18.32% | 26.27%-8.0pp | 87.28%-69.0pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $865 | $1,326-34.7% | $2,146-59.7% | $3,952-78.1% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |