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 8-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 | $8,315 | $34,308-75.8% | $74,701-88.9% | $72,985-88.6% |
| Participation rate | 69.4% | 42.4%+27.0pp | 54.5%+14.9pp | 69.5%-0.1pp |
| Annual return | 29.25% | 26.58%+2.7pp | 752.92%-723.7pp | 81.00%-51.8pp |
| Employer contribution / active EE | $1,022 | $692+47.7% | $1,084-5.7% | $2,440-58.1% |
| Participant deferral / active EE | $2,086 | $1,271+64.1% | $1,964+6.3% | $3,607-42.2% |
| Admin fee / account holder | $87 | $2,124-95.9% | $3,333-97.4% | $5,124-98.3% |