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 | $18,098 | $149,040-87.9% | $120,225-84.9% | $137,256-86.8% |
| Participation rate | 56.3% | 75.4%-19.2pp | 69.6%-13.3pp | 80.0%-23.7pp |
| Annual return | 15.70% | 605.68%-590.0pp | 439.23%-423.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $479 | $4,350-89.0% | $3,475-86.2% | $4,156-88.5% |
| Participant deferral / active EE | $948 | $4,655-79.6% | $3,999-76.3% | $6,407-85.2% |
| Admin fee / account holder | $14 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |