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 8-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 | $32,491 | $108,642-70.1% | $74,701-56.5% | $152,861-78.7% |
| Participation rate | 10.5% | 65.3%-54.8pp | 54.5%-43.9pp | 82.4%-71.9pp |
| Annual return | 17.08% | 114.06%-97.0pp | 752.92%-735.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $225 | $1,503-85.0% | $1,084-79.2% | $4,762-95.3% |
| Participant deferral / active EE | $1,053 | $2,712-61.2% | $1,964-46.4% | $5,850-82.0% |
| Admin fee / account holder | $10 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |