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 | $14,102 | $77,419-81.8% | $69,455-79.7% | $152,861-90.8% |
| Participation rate | 35.3% | 78.1%-42.8pp | 74.6%-39.3pp | 82.4%-47.2pp |
| Annual return | 31.43% | 39.06%-7.6pp | 28.97%+2.5pp | 345.32%-313.9pp |
| Employer contribution / active EE | $509 | $3,315-84.7% | $2,779-81.7% | $4,762-89.3% |
| Participant deferral / active EE | $1,500 | $4,414-66.0% | $3,535-57.6% | $5,850-74.4% |
| Admin fee / account holder | $5 | $6,207-99.9% | $3,839-99.9% | $11,596-100.0% |