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 | $14,780 | $53,127-72.2% | $86,590-82.9% | $70,131-78.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 44.47% | 27.66%+16.8pp | 964.84%-920.4pp | 73.14%-28.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,619 | $2,696+34.3% | $3,609+0.3% | $3,332+8.6% |
| Admin fee / account holder | $122 | $3,585-96.6% | $4,906-97.5% | $4,645-97.4% |