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 | $39,283 | $124,185-68.4% | $108,410-63.8% | $167,490-76.5% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 12.20% | 1379.64%-1367.4pp | 905.27%-893.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,200 | $4,187-71.3% | $3,558-66.3% | $4,837-75.2% |
| Participant deferral / active EE | $2,597 | $6,908-62.4% | $6,563-60.4% | $6,341-59.0% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |