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 | $26,583 | $34,308-22.5% | $74,701-64.4% | $72,985-63.6% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.8pp | 69.5%-47.9pp |
| Annual return | 25.50% | 26.58%-1.1pp | 752.92%-727.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $462 | $692-33.2% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $1,015 | $1,271-20.2% | $1,964-48.3% | $3,607-71.9% |
| Admin fee / account holder | $154 | $2,124-92.7% | $3,333-95.4% | $5,124-97.0% |