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 | $35,373 | $104,907-66.3% | $84,611-58.2% | $152,861-76.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 29.97% | 373.79%-343.8pp | 258.74%-228.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $602 | $3,302-81.8% | $2,652-77.3% | $4,762-87.4% |
| Participant deferral / active EE | $7,089 | $4,688+51.2% | $3,899+81.8% | $5,850+21.2% |
| Admin fee / account holder | $37 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |