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 | $5,374 | $74,888-92.8% | $71,209-92.5% | $142,382-96.2% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.1%-15.1pp |
| Annual return | 19.89% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $674 | $2,854-76.4% | $2,721-75.2% | $4,299-84.3% |
| Participant deferral / active EE | $1,409 | $4,454-68.4% | $4,175-66.3% | $6,507-78.4% |
| Admin fee / account holder | $56 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |