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 | $3,495 | $70,606-95.0% | $53,898-93.5% | $142,382-97.5% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 28.57% | 619.81%-591.2pp | 528.60%-500.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,092 | $1,202-9.2% | $932+17.1% | $4,299-74.6% |
| Participant deferral / active EE | $1,096 | $2,364-53.7% | $1,826-40.0% | $6,507-83.2% |
| Admin fee / account holder | $95 | $2,852-96.7% | $2,491-96.2% | $12,624-99.2% |