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 | $14,041 | $58,879-76.2% | $178,490-92.1% | $73,488-80.9% |
| Participation rate | 37.5% | 66.2%-28.7pp | 81.9%-44.4pp | 70.7%-33.2pp |
| Annual return | 38.43% | 24.86%+13.6pp | 151.07%-112.6pp | 28.51%+9.9pp |
| Employer contribution / active EE | $892 | $2,236-60.1% | $5,011-82.2% | $2,270-60.7% |
| Participant deferral / active EE | $1,952 | $2,567-24.0% | $5,202-62.5% | $3,740-47.8% |
| Admin fee / account holder | $22 | $400-94.4% | $13,984-99.8% | $513-95.7% |