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 | $4,181 | $31,310-86.6% | $53,898-92.2% | $74,304-94.4% |
| Participation rate | 66.3% | 30.7%+35.7pp | 55.0%+11.4pp | 60.3%+6.0pp |
| Annual return | 27.47% | 23.16%+4.3pp | 528.60%-501.1pp | 29.43%-2.0pp |
| Employer contribution / active EE | $516 | $450+14.8% | $932-44.6% | $2,241-77.0% |
| Participant deferral / active EE | $989 | $934+5.8% | $1,826-45.9% | $3,767-73.8% |
| Admin fee / account holder | $127 | $2,175-94.2% | $2,491-94.9% | $2,969-95.7% |