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 | $63,852 | $30,400+110.0% | $53,898+18.5% | $84,808-24.7% |
| Participation rate | 11.4% | 46.4%-35.1pp | 55.0%-43.6pp | 68.3%-56.9pp |
| Annual return | 22.85% | 500.19%-477.3pp | 528.60%-505.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $207 | $603-65.7% | $932-77.8% | $2,631-92.1% |
| Participant deferral / active EE | $774 | $1,199-35.4% | $1,826-57.6% | $4,212-81.6% |
| Admin fee / account holder | $35 | $1,993-98.2% | $2,491-98.6% | $7,344-99.5% |