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 | $6,800 | $35,183-80.7% | $73,545-90.8% | $70,131-90.3% |
| Participation rate | 45.7% | 42.9%+2.8pp | 54.9%-9.2pp | 69.5%-23.8pp |
| Annual return | 33.44% | 26.90%+6.5pp | -15.16%+48.6pp | 73.14%-39.7pp |
| Employer contribution / active EE | $838 | $709+18.2% | $1,219-31.3% | $2,342-64.2% |
| Participant deferral / active EE | $914 | $1,220-25.1% | $1,806-49.4% | $3,332-72.6% |
| Admin fee / account holder | $54 | $2,302-97.6% | $2,320-97.7% | $4,645-98.8% |