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 | $38,915 | $102,966-62.2% | $90,281-56.9% | $152,861-74.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 27.40% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $545 | $3,139-82.6% | $2,854-80.9% | $4,762-88.5% |
| Participant deferral / active EE | $2,967 | $4,281-30.7% | $3,885-23.6% | $5,850-49.3% |
| Admin fee / account holder | $122 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |