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 | $39,196 | $70,606-44.5% | $53,898-27.3% | $142,382-72.5% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 20.26% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $385 | $1,202-67.9% | $932-58.6% | $4,299-91.0% |
| Participant deferral / active EE | $1,253 | $2,364-47.0% | $1,826-31.4% | $6,507-80.7% |
| Admin fee / account holder | $123 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |