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 | $66,198 | $70,587-6.2% | $124,672-46.9% | $85,850-22.9% |
| Participation rate | 23.1% | 64.4%-41.3pp | 74.6%-51.5pp | 69.3%-46.2pp |
| Annual return | 15.97% | 20688.83%-20672.9pp | 5142.93%-5127.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $538 | $1,913-71.9% | $3,324-83.8% | $2,565-79.0% |
| Participant deferral / active EE | $2,041 | $2,969-31.2% | $4,614-55.8% | $3,952-48.4% |
| Admin fee / account holder | $29 | $5,282-99.4% | $7,493-99.6% | $6,260-99.5% |