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 | $29,667-13.0% | $56,441-54.3% | $80,874-68.1% |
| Participation rate | 36.0% | 41.7%-5.7pp | 52.5%-16.5pp | 67.6%-31.6pp |
| Annual return | 16.40% | 35.22%-18.8pp | 1704.21%-1687.8pp | 35.62%-19.2pp |
| Employer contribution / active EE | $745 | $669+11.3% | $1,039-28.3% | $2,756-73.0% |
| Participant deferral / active EE | $2,938 | $1,227+139.5% | $1,953+50.4% | $4,297-31.6% |
| Admin fee / account holder | $19 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |