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 | $69,458 | $99,652-30.3% | $78,778-11.8% | $147,584-52.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 24.85% | 47.28%-22.4pp | 35.62%-10.8pp | 578.55%-553.7pp |
| Employer contribution / active EE | $907 | $2,796-67.6% | $1,986-54.3% | $4,876-81.4% |
| Participant deferral / active EE | $1,067 | $3,664-70.9% | $2,958-63.9% | $5,439-80.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |