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 6-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 | $7,536 | $39,019-80.7% | $80,716-90.7% | $85,850-91.2% |
| Participation rate | 22.9% | 41.5%-18.7pp | 54.2%-31.3pp | 69.3%-46.5pp |
| Annual return | 11.95% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $241 | $722-66.7% | $1,160-79.3% | $2,565-90.6% |
| Participant deferral / active EE | $866 | $1,326-34.7% | $2,146-59.7% | $3,952-78.1% |
| Admin fee / account holder | $157 | $2,431-93.5% | $3,380-95.3% | $6,260-97.5% |