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 | $35,333 | $85,766-58.8% | $136,294-74.1% | $70,131-49.6% |
| Participation rate | 58.5% | 74.2%-15.6pp | 81.9%-23.4pp | 69.5%-11.0pp |
| Annual return | 40.03% | 31.45%+8.6pp | 5155.94%-5115.9pp | 73.14%-33.1pp |
| Employer contribution / active EE | $1,727 | $2,966-41.8% | $4,695-63.2% | $2,342-26.3% |
| Participant deferral / active EE | $9,168 | $5,051+81.5% | $6,247+46.8% | $3,332+175.2% |
| Admin fee / account holder | $93 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |