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 4-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 | $6,328 | $97,125-93.5% | $86,233-92.7% | $137,256-95.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 21.90% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $979 | $2,841-65.5% | $2,504-60.9% | $4,156-76.4% |
| Participant deferral / active EE | $1,127 | $5,180-78.3% | $4,559-75.3% | $6,407-82.4% |
| Admin fee / account holder | $50 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |