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 | $9,614 | $108,172-91.1% | $77,482-87.6% | $158,922-94.0% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 22.50% | 31.67%-9.2pp | 54.79%-32.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $647 | $1,325-51.2% | $986-34.4% | $4,761-86.4% |
| Participant deferral / active EE | $809 | $2,456-67.1% | $1,861-56.5% | $5,982-86.5% |
| Admin fee / account holder | $33 | $3,708-99.1% | $2,858-98.8% | $11,246-99.7% |