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 | $14,316 | $108,172-86.8% | $77,482-81.5% | $158,922-91.0% |
| Participation rate | 26.7% | 64.4%-37.8pp | 54.2%-27.5pp | 82.0%-55.3pp |
| Annual return | 103.66% | 31.67%+72.0pp | 54.79%+48.9pp | 302.83%-199.2pp |
| Employer contribution / active EE | $467 | $1,325-64.7% | $986-52.6% | $4,761-90.2% |
| Participant deferral / active EE | $1,983 | $2,456-19.3% | $1,861+6.5% | $5,982-66.9% |
| Admin fee / account holder | $22 | $3,708-99.4% | $2,858-99.2% | $11,246-99.8% |