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 | $6,759 | $34,308-80.3% | $74,701-91.0% | $72,985-90.7% |
| Participation rate | 60.6% | 42.4%+18.2pp | 54.5%+6.1pp | 69.5%-8.9pp |
| Annual return | 33.74% | 26.58%+7.2pp | 752.92%-719.2pp | 81.00%-47.3pp |
| Employer contribution / active EE | $996 | $692+44.0% | $1,084-8.1% | $2,440-59.2% |
| Participant deferral / active EE | $2,078 | $1,271+63.5% | $1,964+5.9% | $3,607-42.4% |
| Admin fee / account holder | $155 | $2,124-92.7% | $3,333-95.4% | $5,124-97.0% |