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 | $29,259 | $47,479-38.4% | $62,929-53.5% | $82,448-64.5% |
| Participation rate | 44.8% | 66.9%-22.0pp | 73.1%-28.3pp | 68.1%-23.2pp |
| Annual return | 23.75% | 20.34%+3.4pp | 1063.93%-1040.2pp | 41.64%-17.9pp |
| Employer contribution / active EE | $641 | $1,885-66.0% | $2,505-74.4% | $2,551-74.9% |
| Participant deferral / active EE | $1,873 | $2,870-34.7% | $3,888-51.8% | $4,139-54.7% |
| Admin fee / account holder | $127 | $3,804-96.7% | $5,065-97.5% | $7,234-98.3% |