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 | $3,267 | $67,823-95.2% | $52,425-93.8% | $137,256-97.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 24.79% | 219.11%-194.3pp | 302.12%-277.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $828 | $1,163-28.8% | $914-9.5% | $4,156-80.1% |
| Participant deferral / active EE | $1,286 | $2,288-43.8% | $1,790-28.2% | $6,407-79.9% |
| Admin fee / account holder | $31 | $2,844-98.9% | $2,495-98.8% | $12,270-99.7% |