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 9-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 | $36,462 | $72,177-49.5% | $115,037-68.3% | $59,632-38.9% |
| Participation rate | 29.8% | 72.6%-42.8pp | 81.4%-51.6pp | 68.7%-38.9pp |
| Annual return | 59.91% | 12.02%+47.9pp | 26.14%+33.8pp | 2041.28%-1981.4pp |
| Employer contribution / active EE | $476 | $2,841-83.3% | $4,608-89.7% | $2,203-78.4% |
| Participant deferral / active EE | $3,043 | $4,783-36.4% | $6,026-49.5% | $3,192-4.7% |
| Admin fee / account holder | $37 | $4,927-99.2% | $8,175-99.5% | $4,297-99.1% |