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 3-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 | $25,820 | $29,660-12.9% | $56,411-54.2% | $80,856-68.1% |
| Participation rate | 36.0% | 41.6%-5.6pp | 52.5%-16.5pp | 67.6%-31.6pp |
| Annual return | 16.40% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $745 | $669+11.3% | $1,039-28.2% | $2,755-72.9% |
| Participant deferral / active EE | $2,938 | $1,226+139.6% | $1,952+50.5% | $4,296-31.6% |
| Admin fee / account holder | $19 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |