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 | $2,387 | $67,823-96.5% | $52,425-95.4% | $137,256-98.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 24.14% | 219.11%-195.0pp | 302.12%-278.0pp | 220.34%-196.2pp |
| Employer contribution / active EE | $563 | $1,163-51.6% | $914-38.5% | $4,156-86.5% |
| Participant deferral / active EE | $892 | $2,288-61.0% | $1,790-50.2% | $6,407-86.1% |
| Admin fee / account holder | $14 | $2,844-99.5% | $2,495-99.4% | $12,270-99.9% |