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 7-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 | $13,594 | $102,966-86.8% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.4%-23.4pp |
| Annual return | 4389.74% | 95.16%+4294.6pp | 78.10%+4311.6pp | 345.32%+4044.4pp |
| Employer contribution / active EE | $628 | $3,139-80.0% | $2,854-78.0% | $4,762-86.8% |
| Participant deferral / active EE | $1,677 | $4,281-60.8% | $3,885-56.8% | $5,850-71.3% |
| Admin fee / account holder | $54 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |