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 | $35,165 | $100,773-65.1% | $88,946-60.5% | $142,382-75.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 21.73% | 70.18%-48.4pp | 57.82%-36.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $522 | $2,918-82.1% | $2,555-79.6% | $4,299-87.9% |
| Participant deferral / active EE | $1,024 | $5,230-80.4% | $4,581-77.6% | $6,507-84.3% |
| Admin fee / account holder | $58 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |