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 | $2,031 | $29,660-93.2% | $56,411-96.4% | $80,856-97.5% |
| Participation rate | 55.9% | 41.6%+14.2pp | 52.5%+3.4pp | 67.6%-11.8pp |
| Annual return | 17.74% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $292 | $669-56.3% | $1,039-71.9% | $2,755-89.4% |
| Participant deferral / active EE | $523 | $1,226-57.3% | $1,952-73.2% | $4,296-87.8% |
| Admin fee / account holder | $99 | $2,428-95.9% | $2,829-96.5% | $6,918-98.6% |