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 | $23,157 | $108,172-78.6% | $77,482-70.1% | $158,922-85.4% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 37.26% | 31.67%+5.6pp | 54.79%-17.5pp | 302.83%-265.6pp |
| Employer contribution / active EE | $161 | $1,325-87.9% | $986-83.7% | $4,761-96.6% |
| Participant deferral / active EE | $945 | $2,456-61.5% | $1,861-49.2% | $5,982-84.2% |
| Admin fee / account holder | $82 | $3,708-97.8% | $2,858-97.1% | $11,246-99.3% |