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 | $17,437 | $85,202-79.5% | $172,739-89.9% | $72,985-76.1% |
| Participation rate | 36.0% | 70.1%-34.1pp | 82.6%-46.6pp | 69.5%-33.5pp |
| Annual return | 16.50% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $713 | $3,324-78.5% | $5,143-86.1% | $2,440-70.8% |
| Participant deferral / active EE | $1,499 | $3,260-54.0% | $5,198-71.2% | $3,607-58.4% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |