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 | $14,052 | $91,037-84.6% | $71,671-80.4% | $147,584-90.5% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 17.11% | 20.48%-3.4pp | 20.65%-3.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,073 | $3,327-7.6% | $2,460+24.9% | $4,876-37.0% |
| Participant deferral / active EE | $1,024 | $4,498-77.2% | $3,438-70.2% | $5,439-81.2% |
| Admin fee / account holder | $29 | $8,613-99.7% | $5,558-99.5% | $10,885-99.7% |