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 5-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 | $52,246 | $96,635-45.9% | $86,612-39.7% | $139,434-62.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 21.78% | 106.41%-84.6pp | 591.07%-569.3pp | 372.94%-351.2pp |
| Employer contribution / active EE | $914 | $3,263-72.0% | $3,022-69.8% | $4,751-80.8% |
| Participant deferral / active EE | $7,934 | $4,836+64.1% | $4,438+78.8% | $6,710+18.2% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |