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 | $33,614 | $48,046-30.0% | $84,611-60.3% | $72,985-53.9% |
| Participation rate | 17.8% | 57.6%-39.8pp | 68.2%-50.5pp | 69.5%-51.7pp |
| Annual return | 29.34% | 37.38%-8.0pp | 258.74%-229.4pp | 81.00%-51.7pp |
| Employer contribution / active EE | $565 | $1,602-64.7% | $2,652-78.7% | $2,440-76.8% |
| Participant deferral / active EE | $1,494 | $2,680-44.3% | $3,899-61.7% | $3,607-58.6% |
| Admin fee / account holder | $15 | $3,395-99.6% | $4,912-99.7% | $5,124-99.7% |