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 7-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 | $8,221 | $37,426-78.0% | $77,482-89.4% | $79,858-89.7% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 37.93% | 39.70%-1.8pp | 54.79%-16.9pp | 31.71%+6.2pp |
| Employer contribution / active EE | $485 | $637-23.9% | $986-50.9% | $2,471-80.4% |
| Participant deferral / active EE | $708 | $1,260-43.8% | $1,861-62.0% | $3,740-81.1% |
| Admin fee / account holder | $41 | $2,504-98.4% | $2,858-98.6% | $5,306-99.2% |