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 | $34,399 | $62,573-45.0% | $85,682-59.9% | $85,850-59.9% |
| Participation rate | 7.7% | 61.1%-53.4pp | 69.9%-62.2pp | 69.3%-61.6pp |
| Annual return | 188.12% | 23.77%+164.4pp | 21.49%+166.6pp | 318.53%-130.4pp |
| Employer contribution / active EE | $355 | $1,757-79.8% | $2,618-86.5% | $2,565-86.2% |
| Participant deferral / active EE | $1,935 | $2,802-31.0% | $3,923-50.7% | $3,952-51.0% |
| Admin fee / account holder | $235 | $4,640-94.9% | $6,873-96.6% | $6,260-96.2% |