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 6-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 | $19,847 | $76,738-74.1% | $56,411-64.8% | $145,922-86.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 28.93% | 2994.23%-2965.3pp | 1701.33%-1672.4pp | 561.29%-532.4pp |
| Employer contribution / active EE | $355 | $1,380-74.3% | $1,039-65.8% | $4,660-92.4% |
| Participant deferral / active EE | $416 | $2,623-84.1% | $1,952-78.7% | $6,688-93.8% |
| Admin fee / account holder | $167 | $3,334-95.0% | $2,829-94.1% | $13,397-98.8% |