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 | $18,777 | $29,660-36.7% | $56,411-66.7% | $80,856-76.8% |
| Participation rate | 35.1% | 41.6%-6.5pp | 52.5%-17.3pp | 67.6%-32.5pp |
| Annual return | 17.99% | 35.23%-17.2pp | 1701.33%-1683.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $726 | $669+8.5% | $1,039-30.1% | $2,755-73.6% |
| Participant deferral / active EE | $1,361 | $1,226+11.0% | $1,952-30.3% | $4,296-68.3% |
| Admin fee / account holder | $81 | $2,428-96.7% | $2,829-97.1% | $6,918-98.8% |