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 8-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 | $28,476 | $29,319-2.9% | $52,425-45.7% | $82,448-65.5% |
| Participation rate | 13.3% | 46.9%-33.5pp | 55.6%-42.3pp | 68.1%-54.7pp |
| Annual return | 17.66% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $139 | $586-76.3% | $914-84.8% | $2,551-94.6% |
| Participant deferral / active EE | $685 | $1,171-41.5% | $1,790-61.7% | $4,139-83.5% |
| Admin fee / account holder | $196 | $1,962-90.0% | $2,495-92.1% | $7,234-97.3% |