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 | $27,798 | $51,576-46.1% | $129,207-78.5% | $80,856-65.6% |
| Participation rate | 43.2% | 57.0%-13.8pp | 69.6%-26.4pp | 67.6%-24.5pp |
| Annual return | 30.07% | 20.81%+9.3pp | 9417.33%-9387.3pp | 35.59%-5.5pp |
| Employer contribution / active EE | $891 | $1,584-43.8% | $4,153-78.6% | $2,755-67.7% |
| Participant deferral / active EE | $1,949 | $2,669-27.0% | $4,168-53.2% | $4,296-54.6% |
| Admin fee / account holder | $155 | $4,305-96.4% | $7,715-98.0% | $6,918-97.8% |