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 7-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 | $35,156 | $115,770-69.6% | $101,248-65.3% | $158,922-77.9% |
| Participation rate | 8.3% | 79.4%-71.0pp | 75.8%-67.5pp | 82.0%-73.6pp |
| Annual return | 43.82% | 56.14%-12.3pp | 46.47%-2.7pp | 302.83%-259.0pp |
| Employer contribution / active EE | $999 | $4,175-76.1% | $3,660-72.7% | $4,761-79.0% |
| Participant deferral / active EE | $1,458 | $4,957-70.6% | $4,370-66.6% | $5,982-75.6% |
| Admin fee / account holder | $24 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |