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 | $28,776 | $96,635-70.2% | $86,612-66.8% | $139,434-79.4% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 101.52% | 106.41%-4.9pp | 591.07%-489.5pp | 372.94%-271.4pp |
| Employer contribution / active EE | $493 | $3,263-84.9% | $3,022-83.7% | $4,751-89.6% |
| Participant deferral / active EE | $3,192 | $4,836-34.0% | $4,438-28.1% | $6,710-52.4% |
| Admin fee / account holder | $56 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |