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 | $23,720 | $30,400-22.0% | $53,898-56.0% | $84,808-72.0% |
| Participation rate | 51.5% | 46.4%+5.1pp | 55.0%-3.4pp | 68.3%-16.8pp |
| Annual return | 21.16% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,064 | $603+76.5% | $932+14.1% | $2,631-59.6% |
| Participant deferral / active EE | $1,861 | $1,199+55.3% | $1,826+1.9% | $4,212-55.8% |
| Admin fee / account holder | $260 | $1,993-87.0% | $2,491-89.6% | $7,344-96.5% |