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 5-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 | $24,717 | $29,319-15.7% | $52,425-52.9% | $82,448-70.0% |
| Participation rate | 20.5% | 46.9%-26.4pp | 55.6%-35.2pp | 68.1%-47.6pp |
| Annual return | 19.95% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $347 | $586-40.9% | $914-62.1% | $2,551-86.4% |
| Participant deferral / active EE | $1,289 | $1,171+10.1% | $1,790-28.0% | $4,139-68.9% |
| Admin fee / account holder | $80 | $1,962-95.9% | $2,495-96.8% | $7,234-98.9% |