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 6-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 | $21,333 | $37,426-43.0% | $77,482-72.5% | $79,858-73.3% |
| Participation rate | 31.8% | 41.5%-9.7pp | 54.2%-22.4pp | 69.6%-37.8pp |
| Annual return | 24.19% | 39.70%-15.5pp | 54.79%-30.6pp | 31.71%-7.5pp |
| Employer contribution / active EE | $566 | $637-11.1% | $986-42.6% | $2,471-77.1% |
| Participant deferral / active EE | $1,470 | $1,260+16.7% | $1,861-21.0% | $3,740-60.7% |
| Admin fee / account holder | $64 | $2,504-97.4% | $2,858-97.7% | $5,306-98.8% |