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 | $26,379 | $39,019-32.4% | $80,716-67.3% | $85,850-69.3% |
| Participation rate | 20.7% | 41.5%-20.9pp | 54.2%-33.5pp | 69.3%-48.6pp |
| Annual return | 17.62% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-300.9pp |
| Employer contribution / active EE | $363 | $722-49.7% | $1,160-68.7% | $2,565-85.9% |
| Participant deferral / active EE | $1,195 | $1,326-9.8% | $2,146-44.3% | $3,952-69.7% |
| Admin fee / account holder | $143 | $2,431-94.1% | $3,380-95.8% | $6,260-97.7% |