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 3-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 | $5,888 | $30,400-80.6% | $53,898-89.1% | $84,808-93.1% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 29.74% | 500.19%-470.4pp | 528.60%-498.9pp | 40.90%-11.2pp |
| Employer contribution / active EE | $689 | $603+14.3% | $932-26.1% | $2,631-73.8% |
| Participant deferral / active EE | $1,289 | $1,199+7.5% | $1,826-29.4% | $4,212-69.4% |
| Admin fee / account holder | $200 | $1,993-90.0% | $2,491-92.0% | $7,344-97.3% |