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 | $4,681 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 16.56% | 605.68%-589.1pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $430 | $4,350-90.1% | $3,475-87.6% | $4,156-89.7% |
| Participant deferral / active EE | $717 | $4,655-84.6% | $3,999-82.1% | $6,407-88.8% |
| Admin fee / account holder | $78 | $6,348-98.8% | $5,696-98.6% | $12,270-99.4% |