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 | $22,009 | $39,019-43.6% | $80,716-72.7% | $85,850-74.4% |
| Participation rate | 51.1% | 41.5%+9.6pp | 54.2%-3.1pp | 69.3%-18.2pp |
| Annual return | 21.97% | 26.27%-4.3pp | 87.28%-65.3pp | 318.53%-296.6pp |
| Employer contribution / active EE | $447 | $722-38.1% | $1,160-61.4% | $2,565-82.6% |
| Participant deferral / active EE | $623 | $1,326-53.0% | $2,146-71.0% | $3,952-84.2% |
| Admin fee / account holder | $195 | $2,431-92.0% | $3,380-94.2% | $6,260-96.9% |