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 | $27,860 | $108,642-74.4% | $74,701-62.7% | $152,861-81.8% |
| Participation rate | 12.5% | 65.3%-52.8pp | 54.5%-42.0pp | 82.4%-69.9pp |
| Annual return | 17.78% | 114.06%-96.3pp | 752.92%-735.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $176 | $1,503-88.3% | $1,084-83.7% | $4,762-96.3% |
| Participant deferral / active EE | $886 | $2,712-67.4% | $1,964-54.9% | $5,850-84.9% |
| Admin fee / account holder | $224 | $4,902-95.4% | $3,333-93.3% | $11,596-98.1% |