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 8-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 | $23,210 | $112,881-79.4% | $90,951-74.5% | $158,922-85.4% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 28.20% | 215.79%-187.6pp | 134.60%-106.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $514 | $2,893-82.2% | $2,122-75.8% | $4,761-89.2% |
| Participant deferral / active EE | $2,445 | $4,128-40.8% | $3,373-27.5% | $5,982-59.1% |
| Admin fee / account holder | $42 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |