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 | $13,111 | $56,114-76.6% | $96,139-86.4% | $85,850-84.7% |
| Participation rate | 35.8% | 56.7%-20.9pp | 68.4%-32.6pp | 69.3%-33.5pp |
| Annual return | 15.20% | 42.30%-27.1pp | 191.94%-176.7pp | 318.53%-303.3pp |
| Employer contribution / active EE | $545 | $1,620-66.4% | $2,797-80.5% | $2,565-78.8% |
| Participant deferral / active EE | $1,010 | $2,859-64.7% | $4,349-76.8% | $3,952-74.4% |
| Admin fee / account holder | $209 | $3,768-94.5% | $5,537-96.2% | $6,260-96.7% |