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 | $13,855 | $110,502-87.5% | $80,716-82.8% | $167,490-91.7% |
| Participation rate | 65.0% | 64.0%+1.0pp | 54.2%+10.8pp | 82.1%-17.1pp |
| Annual return | 18.26% | 120.54%-102.3pp | 87.28%-69.0pp | 478.56%-460.3pp |
| Employer contribution / active EE | $760 | $1,543-50.7% | $1,160-34.5% | $4,837-84.3% |
| Participant deferral / active EE | $923 | $2,871-67.9% | $2,146-57.0% | $6,341-85.4% |
| Admin fee / account holder | $145 | $4,545-96.8% | $3,380-95.7% | $12,309-98.8% |