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 | $17,461 | $110,502-84.2% | $80,716-78.4% | $167,490-89.6% |
| Participation rate | 23.5% | 64.0%-40.4pp | 54.2%-30.6pp | 82.1%-58.6pp |
| Annual return | 20.11% | 120.54%-100.4pp | 87.28%-67.2pp | 478.56%-458.5pp |
| Employer contribution / active EE | $500 | $1,543-67.6% | $1,160-56.9% | $4,837-89.7% |
| Participant deferral / active EE | $1,439 | $2,871-49.9% | $2,146-32.9% | $6,341-77.3% |
| Admin fee / account holder | $2 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |