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 | $80,758 | $30,400+165.7% | $53,898+49.8% | $84,808-4.8% |
| Participation rate | 10.8% | 46.4%-35.6pp | 55.0%-44.1pp | 68.3%-57.5pp |
| Annual return | 24.37% | 500.19%-475.8pp | 528.60%-504.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $402 | $603-33.3% | $932-56.9% | $2,631-84.7% |
| Participant deferral / active EE | $1,756 | $1,199+46.5% | $1,826-3.9% | $4,212-58.3% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |