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 3-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 | $33,127 | $29,660+11.7% | $56,411-41.3% | $80,856-59.0% |
| Participation rate | 20.0% | 41.6%-21.6pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 14.78% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $428 | $669-36.1% | $1,039-58.8% | $2,755-84.5% |
| Participant deferral / active EE | $1,250 | $1,226+1.9% | $1,952-36.0% | $4,296-70.9% |
| Admin fee / account holder | $151 | $2,428-93.8% | $2,829-94.7% | $6,918-97.8% |