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 4-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 | $24,411 | $67,823-64.0% | $52,425-53.4% | $137,256-82.2% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 22.88% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.5pp |
| Employer contribution / active EE | $212 | $1,163-81.8% | $914-76.8% | $4,156-94.9% |
| Participant deferral / active EE | $512 | $2,288-77.6% | $1,790-71.4% | $6,407-92.0% |
| Admin fee / account holder | $196 | $2,844-93.1% | $2,495-92.2% | $12,270-98.4% |