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 7-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 | $8,058 | $96,635-91.7% | $86,612-90.7% | $139,434-94.2% |
| Participation rate | 47.4% | 74.4%-27.0pp | 71.7%-24.3pp | 80.3%-33.0pp |
| Annual return | 13.31% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $364 | $3,263-88.9% | $3,022-88.0% | $4,751-92.3% |
| Participant deferral / active EE | $864 | $4,836-82.1% | $4,438-80.5% | $6,710-87.1% |
| Admin fee / account holder | $51 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |