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 | $18,063 | $70,756-74.5% | $65,493-72.4% | $142,382-87.3% |
| Participation rate | 68.2% | 77.4%-9.2pp | 73.1%-4.9pp | 80.1%-11.9pp |
| Annual return | 20.41% | 1754.89%-1734.5pp | 982.45%-962.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,138 | $2,881-60.5% | $2,574-55.8% | $4,299-73.5% |
| Participant deferral / active EE | $1,522 | $4,637-67.2% | $3,961-61.6% | $6,507-76.6% |
| Admin fee / account holder | $167 | $6,559-97.5% | $5,028-96.7% | $12,624-98.7% |