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 8-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 | $19,908 | $56,114-64.5% | $96,139-79.3% | $85,850-76.8% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 18.30% | 42.30%-24.0pp | 191.94%-173.6pp | 318.53%-300.2pp |
| Employer contribution / active EE | $559 | $1,620-65.5% | $2,797-80.0% | $2,565-78.2% |
| Participant deferral / active EE | $2,005 | $2,859-29.9% | $4,349-53.9% | $3,952-49.3% |
| Admin fee / account holder | $4 | $3,768-99.9% | $5,537-99.9% | $6,260-99.9% |