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 4-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 | $6,954 | $115,708-94.0% | $65,255-89.3% | $139,434-95.0% |
| Participation rate | 20.8% | 67.8%-47.0pp | 65.0%-44.1pp | 80.3%-59.5pp |
| Annual return | 57.93% | 31.19%+26.7pp | 47.35%+10.6pp | 372.94%-315.0pp |
| Employer contribution / active EE | $341 | $2,599-86.9% | $1,691-79.9% | $4,751-92.8% |
| Participant deferral / active EE | $1,119 | $4,240-73.6% | $2,831-60.5% | $6,710-83.3% |
| Admin fee / account holder | $18 | $6,698-99.7% | $4,112-99.6% | $11,403-99.8% |