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 4-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 | $29,262 | $29,319-0.2% | $52,425-44.2% | $82,448-64.5% |
| Participation rate | 29.2% | 46.9%-17.6pp | 55.6%-26.4pp | 68.1%-38.8pp |
| Annual return | 48.82% | 535.20%-486.4pp | 302.12%-253.3pp | 41.64%+7.2pp |
| Employer contribution / active EE | $409 | $586-30.3% | $914-55.3% | $2,551-84.0% |
| Participant deferral / active EE | $825 | $1,171-29.6% | $1,790-53.9% | $4,139-80.1% |
| Admin fee / account holder | $134 | $1,962-93.2% | $2,495-94.6% | $7,234-98.1% |