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 | $4,691 | $29,660-84.2% | $56,411-91.7% | $80,856-94.2% |
| Participation rate | 44.9% | 41.6%+3.3pp | 52.5%-7.5pp | 67.6%-22.7pp |
| Annual return | 15.21% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $177 | $669-73.5% | $1,039-82.9% | $2,755-93.6% |
| Participant deferral / active EE | $894 | $1,226-27.0% | $1,952-54.2% | $4,296-79.2% |
| Admin fee / account holder | $298 | $2,428-87.7% | $2,829-89.5% | $6,918-95.7% |