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 5-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 | $8,005 | $67,823-88.2% | $52,425-84.7% | $137,256-94.2% |
| Participation rate | 64.3% | 63.9%+0.4pp | 55.6%+8.7pp | 80.0%-15.7pp |
| Annual return | 18.90% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $702 | $1,163-39.6% | $914-23.2% | $4,156-83.1% |
| Participant deferral / active EE | $1,388 | $2,288-39.4% | $1,790-22.5% | $6,407-78.3% |
| Admin fee / account holder | $244 | $2,844-91.4% | $2,495-90.2% | $12,270-98.0% |