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 | $7,922 | $27,915-71.6% | $58,482-86.5% | $75,163-89.5% |
| Participation rate | 45.0% | 38.8%+6.2pp | 50.9%-5.9pp | 67.2%-22.2pp |
| Annual return | 19.13% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $625 | $669-6.6% | $1,053-40.7% | $2,670-76.6% |
| Participant deferral / active EE | $870 | $1,201-27.6% | $1,924-54.8% | $4,125-78.9% |
| Admin fee / account holder | $282 | $1,726-83.7% | $2,516-88.8% | $5,651-95.0% |