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 7-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 | $71,429 | $108,172-34.0% | $77,482-7.8% | $158,922-55.1% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 42.40% | 31.67%+10.7pp | 54.79%-12.4pp | 302.83%-260.4pp |
| Employer contribution / active EE | $609 | $1,325-54.0% | $986-38.2% | $4,761-87.2% |
| Participant deferral / active EE | $3,527 | $2,456+43.6% | $1,861+89.5% | $5,982-41.0% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |