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 | $74,255 | $22,126+235.6% | - | $80,856-8.2% |
| Participation rate | 5.1% | 45.9%-40.8pp | - | 67.6%-62.6pp |
| Annual return | 52.13% | 12.16%+40.0pp | - | 35.59%+16.5pp |
| Employer contribution / active EE | $229 | $1,227-81.3% | - | $2,755-91.7% |
| Participant deferral / active EE | $1,131 | $1,384-18.2% | - | $4,296-73.7% |
| Admin fee / account holder | $157 | $1,828-91.4% | - | $6,918-97.7% |