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 | $1,690 | $22,587-92.5% | $65,255-97.4% | $75,163-97.8% |
| Participation rate | 65.9% | 63.1%+2.8pp | 65.0%+0.9pp | 67.2%-1.3pp |
| Annual return | 88.55% | 71.03%+17.5pp | 47.35%+41.2pp | 160.62%-72.1pp |
| Employer contribution / active EE | $684 | $941-27.3% | $1,691-59.6% | $2,670-74.4% |
| Participant deferral / active EE | $1,428 | $1,695-15.8% | $2,831-49.6% | $4,125-65.4% |
| Admin fee / account holder | $223 | $1,876-88.1% | $4,112-94.6% | $5,651-96.1% |