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 | $26,708 | $29,667-10.0% | $56,441-52.7% | $80,874-67.0% |
| Participation rate | 23.3% | 41.7%-18.3pp | 52.5%-29.2pp | 67.6%-44.3pp |
| Annual return | 23.69% | 35.22%-11.5pp | 1704.21%-1680.5pp | 35.62%-11.9pp |
| Employer contribution / active EE | $608 | $669-9.2% | $1,039-41.5% | $2,756-77.9% |
| Participant deferral / active EE | $1,382 | $1,227+12.6% | $1,953-29.3% | $4,297-67.8% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |