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 | $10,436 | $37,426-72.1% | $77,482-86.5% | $79,858-86.9% |
| Participation rate | 58.3% | 41.5%+16.8pp | 54.2%+4.1pp | 69.6%-11.3pp |
| Annual return | 24.10% | 39.70%-15.6pp | 54.79%-30.7pp | 31.71%-7.6pp |
| Employer contribution / active EE | $871 | $637+36.8% | $986-11.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,739 | $1,260+38.0% | $1,861-6.6% | $3,740-53.5% |
| Admin fee / account holder | $62 | $2,504-97.5% | $2,858-97.8% | $5,306-98.8% |