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 | $14,480 | $54,762-73.6% | $90,281-84.0% | $72,985-80.2% |
| Participation rate | 53.3% | 65.1%-11.8pp | 73.3%-19.9pp | 69.5%-16.2pp |
| Annual return | 239.56% | 30.63%+208.9pp | 78.10%+161.5pp | 81.00%+158.6pp |
| Employer contribution / active EE | $694 | $2,092-66.8% | $2,854-75.7% | $2,440-71.5% |
| Participant deferral / active EE | $3,342 | $2,887+15.8% | $3,885-14.0% | $3,607-7.4% |
| Admin fee / account holder | $46 | $3,972-98.8% | $5,351-99.1% | $5,124-99.1% |