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 10-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 | $9,672 | $34,308-71.8% | $74,701-87.1% | $72,985-86.7% |
| Participation rate | 68.3% | 42.4%+25.9pp | 54.5%+13.8pp | 69.5%-1.2pp |
| Annual return | 24.64% | 26.58%-1.9pp | 752.92%-728.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $792 | $692+14.5% | $1,084-26.9% | $2,440-67.5% |
| Participant deferral / active EE | $1,173 | $1,271-7.7% | $1,964-40.3% | $3,607-67.5% |
| Admin fee / account holder | $214 | $2,124-89.9% | $3,333-93.6% | $5,124-95.8% |