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 | $14,656 | $85,022-82.8% | $70,515-79.2% | $139,434-89.5% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 31.22% | 30.38%+0.8pp | 32.77%-1.6pp | 372.94%-341.7pp |
| Employer contribution / active EE | $720 | $3,909-81.6% | $2,973-75.8% | $4,751-84.8% |
| Participant deferral / active EE | $2,040 | $5,890-65.4% | $4,567-55.3% | $6,710-69.6% |
| Admin fee / account holder | $100 | $8,906-98.9% | $6,412-98.4% | $11,403-99.1% |