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 7-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 | $9,720 | $37,426-74.0% | $77,482-87.5% | $79,858-87.8% |
| Participation rate | 18.2% | 41.5%-23.3pp | 54.2%-36.0pp | 69.6%-51.5pp |
| Annual return | 57.34% | 39.70%+17.6pp | 54.79%+2.6pp | 31.71%+25.6pp |
| Employer contribution / active EE | $393 | $637-38.3% | $986-60.1% | $2,471-84.1% |
| Participant deferral / active EE | $738 | $1,260-41.4% | $1,861-60.3% | $3,740-80.3% |
| Admin fee / account holder | $5 | $2,504-99.8% | $2,858-99.8% | $5,306-99.9% |