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 | $2,536 | $74,888-96.6% | $71,209-96.4% | $142,382-98.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.99% | 345.14%-320.2pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $556 | $2,854-80.5% | $2,721-79.6% | $4,299-87.1% |
| Participant deferral / active EE | $952 | $4,454-78.6% | $4,175-77.2% | $6,507-85.4% |
| Admin fee / account holder | $155 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |