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 10-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 | $8,764 | $34,308-74.5% | $74,701-88.3% | $72,985-88.0% |
| Participation rate | 62.4% | 42.4%+20.0pp | 54.5%+7.9pp | 69.5%-7.1pp |
| Annual return | 25.96% | 26.58%-0.6pp | 752.92%-727.0pp | 81.00%-55.0pp |
| Employer contribution / active EE | $889 | $692+28.6% | $1,084-17.9% | $2,440-63.5% |
| Participant deferral / active EE | $1,393 | $1,271+9.5% | $1,964-29.1% | $3,607-61.4% |
| Admin fee / account holder | $225 | $2,124-89.4% | $3,333-93.3% | $5,124-95.6% |