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 9-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 | $15,308 | $29,660-48.4% | $56,411-72.9% | $80,856-81.1% |
| Participation rate | 34.9% | 41.6%-6.8pp | 52.5%-17.6pp | 67.6%-32.8pp |
| Annual return | 16.58% | 35.23%-18.6pp | 1701.33%-1684.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $310 | $669-53.7% | $1,039-70.1% | $2,755-88.7% |
| Participant deferral / active EE | $776 | $1,226-36.7% | $1,952-60.3% | $4,296-81.9% |
| Admin fee / account holder | $76 | $2,428-96.9% | $2,829-97.3% | $6,918-98.9% |