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 | $46,783 | $108,642-56.9% | $74,701-37.4% | $152,861-69.4% |
| Participation rate | 8.7% | 65.3%-56.7pp | 54.5%-45.8pp | 82.4%-73.8pp |
| Annual return | 132.08% | 114.06%+18.0pp | 752.92%-620.8pp | 345.32%-213.2pp |
| Employer contribution / active EE | $170 | $1,503-88.7% | $1,084-84.3% | $4,762-96.4% |
| Participant deferral / active EE | $1,571 | $2,712-42.1% | $1,964-20.0% | $5,850-73.1% |
| Admin fee / account holder | $195 | $4,902-96.0% | $3,333-94.1% | $11,596-98.3% |