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 8-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 | $6,437 | $34,308-81.2% | $74,701-91.4% | $72,985-91.2% |
| Participation rate | 69.6% | 42.4%+27.2pp | 54.5%+15.1pp | 69.5%+0.1pp |
| Annual return | 26.94% | 26.58%+0.4pp | 752.92%-726.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $755 | $692+9.2% | $1,084-30.3% | $2,440-69.1% |
| Participant deferral / active EE | $1,270 | $1,271-0.1% | $1,964-35.3% | $3,607-64.8% |
| Admin fee / account holder | $291 | $2,124-86.3% | $3,333-91.3% | $5,124-94.3% |