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 8-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 | $20,759 | $49,922-58.4% | $80,569-74.2% | $75,163-72.4% |
| Participation rate | 17.1% | 55.3%-38.2pp | 67.0%-49.9pp | 67.2%-50.1pp |
| Annual return | 25.55% | 34.69%-9.1pp | 935.43%-909.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $547 | $1,698-67.8% | $2,723-79.9% | $2,670-79.5% |
| Participant deferral / active EE | $1,145 | $2,990-61.7% | $4,447-74.3% | $4,125-72.2% |
| Admin fee / account holder | $148 | $3,577-95.9% | $5,377-97.2% | $5,651-97.4% |