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 | $6,390 | $158,398-96.0% | $126,539-95.0% | $142,382-95.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 23.03% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $934 | $4,650-79.9% | $3,674-74.6% | $4,299-78.3% |
| Participant deferral / active EE | $934 | $4,767-80.4% | $4,083-77.1% | $6,507-85.6% |
| Admin fee / account holder | $37 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |