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 | $34,417 | $60,022-42.7% | $88,946-61.3% | $84,808-59.4% |
| Participation rate | 17.6% | 57.8%-40.2pp | 68.8%-51.2pp | 68.3%-50.7pp |
| Annual return | 26.93% | 22.43%+4.5pp | 57.82%-30.9pp | 40.90%-14.0pp |
| Employer contribution / active EE | $713 | $1,703-58.1% | $2,555-72.1% | $2,631-72.9% |
| Participant deferral / active EE | $1,567 | $3,114-49.7% | $4,581-65.8% | $4,212-62.8% |
| Admin fee / account holder | $19 | $4,811-99.6% | $8,261-99.8% | $7,344-99.7% |