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 | $67,687 | $108,642-37.7% | $74,701-9.4% | $152,861-55.7% |
| Participation rate | 5.0% | 65.3%-60.3pp | 54.5%-49.5pp | 82.4%-77.4pp |
| Annual return | 34.09% | 114.06%-80.0pp | 752.92%-718.8pp | 345.32%-311.2pp |
| Employer contribution / active EE | $277 | $1,503-81.6% | $1,084-74.4% | $4,762-94.2% |
| Participant deferral / active EE | $1,250 | $2,712-53.9% | $1,964-36.3% | $5,850-78.6% |
| Admin fee / account holder | $172 | $4,902-96.5% | $3,333-94.8% | $11,596-98.5% |