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 | $17,304 | $95,416-81.9% | $185,823-90.7% | $85,850-79.8% |
| Participation rate | 35.5% | 68.8%-33.3pp | 81.7%-46.2pp | 69.3%-33.8pp |
| Annual return | 32.79% | 23.59%+9.2pp | 122.05%-89.3pp | 318.53%-285.7pp |
| Employer contribution / active EE | $395 | $3,314-88.1% | $5,167-92.4% | $2,565-84.6% |
| Participant deferral / active EE | $1,617 | $3,423-52.8% | $5,568-70.9% | $3,952-59.1% |
| Admin fee / account holder | $296 | $7,213-95.9% | $16,237-98.2% | $6,260-95.3% |