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 9-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 | $7,232 | $35,183-79.4% | $73,545-90.2% | $70,131-89.7% |
| Participation rate | 46.9% | 42.9%+4.0pp | 54.9%-8.0pp | 69.5%-22.6pp |
| Annual return | 29.28% | 26.90%+2.4pp | -15.16%+44.4pp | 73.14%-43.9pp |
| Employer contribution / active EE | $652 | $709-7.9% | $1,219-46.5% | $2,342-72.1% |
| Participant deferral / active EE | $1,370 | $1,220+12.3% | $1,806-24.1% | $3,332-58.9% |
| Admin fee / account holder | $5 | $2,302-99.8% | $2,320-99.8% | $4,645-99.9% |