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 | $11,843 | $34,308-65.5% | $74,701-84.1% | $72,985-83.8% |
| Participation rate | 61.5% | 42.4%+19.1pp | 54.5%+7.1pp | 69.5%-7.9pp |
| Annual return | 19.46% | 26.58%-7.1pp | 752.92%-733.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $462 | $692-33.3% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $2,398 | $1,271+88.6% | $1,964+22.1% | $3,607-33.5% |
| Admin fee / account holder | $292 | $2,124-86.2% | $3,333-91.2% | $5,124-94.3% |