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 6-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 | $35,934 | $90,348-60.2% | $75,972-52.7% | $145,922-75.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.80% | 620.88%-606.1pp | 359.55%-344.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,224 | $3,311-63.0% | $2,685-54.4% | $4,660-73.7% |
| Participant deferral / active EE | $3,754 | $5,162-27.3% | $4,255-11.8% | $6,688-43.9% |
| Admin fee / account holder | $19 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |