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 | $49,904 | $102,317-51.2% | $146,958-66.0% | $80,856-38.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.2%-59.9pp | 67.6%-45.4pp |
| Annual return | 17.64% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $862 | $3,713-76.8% | $4,933-82.5% | $2,755-68.7% |
| Participant deferral / active EE | $2,664 | $6,644-59.9% | $8,070-67.0% | $4,296-38.0% |
| Admin fee / account holder | $28 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |