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 | $13,128 | $110,502-88.1% | $80,716-83.7% | $167,490-92.2% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 36.04% | 120.54%-84.5pp | 87.28%-51.2pp | 478.56%-442.5pp |
| Employer contribution / active EE | $556 | $1,543-64.0% | $1,160-52.1% | $4,837-88.5% |
| Participant deferral / active EE | $2,374 | $2,871-17.3% | $2,146+10.7% | $6,341-62.6% |
| Admin fee / account holder | $109 | $4,545-97.6% | $3,380-96.8% | $12,309-99.1% |