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 | $8,857 | $110,261-92.0% | $95,745-90.7% | $139,434-93.6% |
| Participation rate | 26.3% | 75.8%-49.4pp | 72.3%-45.9pp | 80.3%-54.0pp |
| Annual return | 30.89% | 27.11%+3.8pp | 28.35%+2.5pp | 372.94%-342.1pp |
| Employer contribution / active EE | $608 | $3,257-81.3% | $2,835-78.5% | $4,751-87.2% |
| Participant deferral / active EE | $783 | $4,676-83.3% | $4,245-81.6% | $6,710-88.3% |
| Admin fee / account holder | $53 | $6,613-99.2% | $5,678-99.1% | $11,403-99.5% |