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 4-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 | $1,893 | $22,587-91.6% | $65,255-97.1% | $75,163-97.5% |
| Participation rate | 64.4% | 63.1%+1.4pp | 65.0%-0.5pp | 67.2%-2.7pp |
| Annual return | 144.56% | 71.03%+73.5pp | 47.35%+97.2pp | 160.62%-16.1pp |
| Employer contribution / active EE | $654 | $941-30.5% | $1,691-61.4% | $2,670-75.5% |
| Participant deferral / active EE | $1,290 | $1,695-23.9% | $2,831-54.4% | $4,125-68.7% |
| Admin fee / account holder | $68 | $1,876-96.4% | $4,112-98.4% | $5,651-98.8% |