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 | $23,360 | $97,757-76.1% | $83,848-72.1% | $135,375-82.7% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | 29.63% | 1287.37%-1257.7pp | 850.88%-821.2pp | 519.73%-490.1pp |
| Employer contribution / active EE | $1,729 | $4,222-59.0% | $3,631-52.4% | $4,779-63.8% |
| Participant deferral / active EE | $3,310 | $4,682-29.3% | $4,082-18.9% | $5,609-41.0% |
| Admin fee / account holder | $178 | $6,674-97.3% | $5,478-96.8% | $10,827-98.4% |