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 | $30,429 | $101,069-69.9% | $81,478-62.7% | $147,584-79.4% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 227.95% | 32.40%+195.6pp | 38.78%+189.2pp | 578.55%-350.6pp |
| Employer contribution / active EE | $1,261 | $3,205-60.7% | $2,568-50.9% | $4,876-74.1% |
| Participant deferral / active EE | $1,553 | $4,242-63.4% | $3,537-56.1% | $5,439-71.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |