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 | $67,171 | $37,426+79.5% | $77,482-13.3% | $79,858-15.9% |
| Participation rate | 16.1% | 41.5%-25.4pp | 54.2%-38.1pp | 69.6%-53.5pp |
| Annual return | 17.06% | 39.70%-22.6pp | 54.79%-37.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $463 | $637-27.4% | $986-53.1% | $2,471-81.3% |
| Participant deferral / active EE | $1,389 | $1,260+10.3% | $1,861-25.4% | $3,740-62.9% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |