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 7-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 | $29,324 | $44,960-34.8% | $84,966-65.5% | $74,495-60.6% |
| Participation rate | 19.5% | 49.4%-29.8pp | 67.5%-48.0pp | 67.2%-47.7pp |
| Annual return | 15.06% | 26.24%-11.2pp | 66.38%-51.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $699 | $1,457-52.0% | $2,727-74.4% | $2,623-73.3% |
| Participant deferral / active EE | $1,237 | $2,731-54.7% | $4,519-72.6% | $4,346-71.5% |
| Admin fee / account holder | $250 | $2,209-88.7% | $6,149-95.9% | $1,942-87.1% |