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 | $22,624 | $105,998-78.7% | $92,233-75.5% | $147,584-84.7% |
| Participation rate | 31.3% | 80.4%-49.2pp | 76.5%-45.2pp | 82.8%-51.6pp |
| Annual return | 32.53% | 50.05%-17.5pp | 176.28%-143.8pp | 578.55%-546.0pp |
| Employer contribution / active EE | $2,168 | $4,333-50.0% | $3,679-41.1% | $4,876-55.5% |
| Participant deferral / active EE | $2,035 | $4,478-54.6% | $3,897-47.8% | $5,439-62.6% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-99.9% | $10,885-100.0% |