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 7-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 | $53,457 | $70,606-24.3% | $53,898-0.8% | $142,382-62.5% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 21.17% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $781 | $1,202-35.0% | $932-16.2% | $4,299-81.8% |
| Participant deferral / active EE | $861 | $2,364-63.6% | $1,826-52.9% | $6,507-86.8% |
| Admin fee / account holder | $225 | $2,852-92.1% | $2,491-91.0% | $12,624-98.2% |