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 5-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 | $6,734 | $96,635-93.0% | $86,612-92.2% | $139,434-95.2% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 28.81% | 106.41%-77.6pp | 591.07%-562.3pp | 372.94%-344.1pp |
| Employer contribution / active EE | $896 | $3,263-72.5% | $3,022-70.4% | $4,751-81.1% |
| Participant deferral / active EE | $1,884 | $4,836-61.0% | $4,438-57.6% | $6,710-71.9% |
| Admin fee / account holder | $299 | $6,408-95.3% | $5,614-94.7% | $11,403-97.4% |