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 | $30,400-18.7% | $53,898-54.1% | $84,808-70.9% |
| Participation rate | 20.5% | 46.4%-26.0pp | 55.0%-34.5pp | 68.3%-47.9pp |
| Annual return | 19.95% | 500.19%-480.2pp | 528.60%-508.7pp | 40.90%-20.9pp |
| Employer contribution / active EE | $347 | $603-42.5% | $932-62.8% | $2,631-86.8% |
| Participant deferral / active EE | $1,289 | $1,199+7.6% | $1,826-29.4% | $4,212-69.4% |
| Admin fee / account holder | $80 | $1,993-96.0% | $2,491-96.8% | $7,344-98.9% |