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 3-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 | $28,540 | $30,400-6.1% | $53,898-47.0% | $84,808-66.3% |
| Participation rate | 25.4% | 46.4%-21.0pp | 55.0%-29.6pp | 68.3%-42.9pp |
| Annual return | 21.61% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $702 | $603+16.5% | $932-24.7% | $2,631-73.3% |
| Participant deferral / active EE | $1,292 | $1,199+7.8% | $1,826-29.3% | $4,212-69.3% |
| Admin fee / account holder | $180 | $1,993-91.0% | $2,491-92.8% | $7,344-97.6% |