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 | $26,335 | $30,400-13.4% | $53,898-51.1% | $84,808-68.9% |
| Participation rate | 32.6% | 46.4%-13.9pp | 55.0%-22.4pp | 68.3%-35.8pp |
| Annual return | 24.89% | 500.19%-475.3pp | 528.60%-503.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $774 | $603+28.4% | $932-17.0% | $2,631-70.6% |
| Participant deferral / active EE | $1,358 | $1,199+13.3% | $1,826-25.7% | $4,212-67.8% |
| Admin fee / account holder | $113 | $1,993-94.4% | $2,491-95.5% | $7,344-98.5% |