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 | $47,641 | $81,625-41.6% | $58,482-18.5% | $139,434-65.8% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 27.97% | 7404.20%-7376.2pp | 4239.32%-4211.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $547 | $1,398-60.9% | $1,053-48.1% | $4,751-88.5% |
| Participant deferral / active EE | $3,690 | $2,557+44.3% | $1,924+91.8% | $6,710-45.0% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |