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 | $86,322 | $30,400+184.0% | $53,898+60.2% | $84,808+1.8% |
| Participation rate | 16.1% | 46.4%-30.4pp | 55.0%-38.9pp | 68.3%-52.2pp |
| Annual return | 19.82% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $288 | $603-52.2% | $932-69.1% | $2,631-89.1% |
| Participant deferral / active EE | $1,517 | $1,199+26.6% | $1,826-16.9% | $4,212-64.0% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |