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 | $23,773 | $92,222-74.2% | $76,768-69.0% | $135,375-82.4% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | 611.35% | 5.46%+605.9pp | 2.43%+608.9pp | 519.73%+91.6pp |
| Employer contribution / active EE | $589 | $3,216-81.7% | $2,485-76.3% | $4,779-87.7% |
| Participant deferral / active EE | $1,399 | $4,509-69.0% | $3,852-63.7% | $5,609-75.1% |
| Admin fee / account holder | $82 | $10,748-99.2% | $6,675-98.8% | $10,827-99.2% |