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 | $35,851 | $100,852-64.5% | $90,404-60.3% | $158,922-77.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 16.81% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,427 | $3,689-61.3% | $3,262-56.2% | $4,761-70.0% |
| Participant deferral / active EE | $6,048 | $4,348+39.1% | $3,963+52.6% | $5,982+1.1% |
| Admin fee / account holder | $127 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |