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 6-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 | $40,738 | $108,172-62.3% | $77,482-47.4% | $158,922-74.4% |
| Participation rate | 18.2% | 64.4%-46.2pp | 54.2%-36.0pp | 82.0%-63.8pp |
| Annual return | 18.51% | 31.67%-13.2pp | 54.79%-36.3pp | 302.83%-284.3pp |
| Employer contribution / active EE | $380 | $1,325-71.3% | $986-61.4% | $4,761-92.0% |
| Participant deferral / active EE | $2,338 | $2,456-4.8% | $1,861+25.6% | $5,982-60.9% |
| Admin fee / account holder | $84 | $3,708-97.7% | $2,858-97.1% | $11,246-99.3% |