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 | $12,896 | $109,327-88.2% | $89,391-85.6% | $158,922-91.9% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 29.74% | 345.68%-315.9pp | 245.62%-215.9pp | 302.83%-273.1pp |
| Employer contribution / active EE | $554 | $3,170-82.5% | $2,586-78.6% | $4,761-88.4% |
| Participant deferral / active EE | $1,244 | $4,598-72.9% | $3,890-68.0% | $5,982-79.2% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |