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 9-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 | $8,395 | $34,308-75.5% | $74,701-88.8% | $72,985-88.5% |
| Participation rate | 69.2% | 42.4%+26.8pp | 54.5%+14.8pp | 69.5%-0.3pp |
| Annual return | 33.67% | 26.58%+7.1pp | 752.92%-719.2pp | 81.00%-47.3pp |
| Employer contribution / active EE | $761 | $692+10.0% | $1,084-29.8% | $2,440-68.8% |
| Participant deferral / active EE | $1,853 | $1,271+45.7% | $1,964-5.6% | $3,607-48.6% |
| Admin fee / account holder | $94 | $2,124-95.6% | $3,333-97.2% | $5,124-98.2% |