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 6-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 | $5,897 | $39,019-84.9% | $80,716-92.7% | $85,850-93.1% |
| Participation rate | 48.0% | 41.5%+6.5pp | 54.2%-6.2pp | 69.3%-21.3pp |
| Annual return | 25.72% | 26.27%-0.5pp | 87.28%-61.6pp | 318.53%-292.8pp |
| Employer contribution / active EE | $972 | $722+34.6% | $1,160-16.2% | $2,565-62.1% |
| Participant deferral / active EE | $1,767 | $1,326+33.3% | $2,146-17.6% | $3,952-55.3% |
| Admin fee / account holder | $57 | $2,431-97.6% | $3,380-98.3% | $6,260-99.1% |