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 | $6,456 | $29,660-78.2% | $56,411-88.6% | $80,856-92.0% |
| Participation rate | 59.4% | 41.6%+17.7pp | 52.5%+6.9pp | 67.6%-8.3pp |
| Annual return | 32.01% | 35.23%-3.2pp | 1701.33%-1669.3pp | 35.59%-3.6pp |
| Employer contribution / active EE | $860 | $669+28.5% | $1,039-17.2% | $2,755-68.8% |
| Participant deferral / active EE | $1,989 | $1,226+62.2% | $1,952+1.9% | $4,296-53.7% |
| Admin fee / account holder | $86 | $2,428-96.5% | $2,829-97.0% | $6,918-98.8% |