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 | $29,070 | $76,738-62.1% | $56,411-48.5% | $145,922-80.1% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 17.98% | 2994.23%-2976.2pp | 1701.33%-1683.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $463 | $1,380-66.4% | $1,039-55.4% | $4,660-90.1% |
| Participant deferral / active EE | $936 | $2,623-64.3% | $1,952-52.1% | $6,688-86.0% |
| Admin fee / account holder | $279 | $3,334-91.6% | $2,829-90.2% | $13,397-97.9% |