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 | $17,600 | $56,114-68.6% | $96,139-81.7% | $85,850-79.5% |
| Participation rate | 57.9% | 56.7%+1.2pp | 68.4%-10.6pp | 69.3%-11.4pp |
| Annual return | 17.53% | 42.30%-24.8pp | 191.94%-174.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $946 | $1,620-41.6% | $2,797-66.2% | $2,565-63.1% |
| Participant deferral / active EE | $2,691 | $2,859-5.9% | $4,349-38.1% | $3,952-31.9% |
| Admin fee / account holder | $97 | $3,768-97.4% | $5,537-98.2% | $6,260-98.5% |