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 6-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 | $21,846 | $52,380-58.3% | $98,755-77.9% | $85,850-74.6% |
| Participation rate | 10.0% | 58.0%-48.0pp | 65.7%-55.7pp | 69.3%-59.3pp |
| Annual return | 80.60% | 25.82%+54.8pp | 49.91%+30.7pp | 318.53%-237.9pp |
| Employer contribution / active EE | $330 | $1,337-75.3% | $2,067-84.0% | $2,565-87.1% |
| Participant deferral / active EE | $1,646 | $2,101-21.7% | $3,035-45.8% | $3,952-58.4% |
| Admin fee / account holder | $20 | $3,865-99.5% | $4,076-99.5% | $6,260-99.7% |