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 4-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 | $12,009 | $53,516-77.6% | $126,539-90.5% | $84,808-85.8% |
| Participation rate | 40.0% | 58.2%-18.2pp | 69.8%-29.8pp | 68.3%-28.3pp |
| Annual return | 13.63% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $811 | $1,535-47.2% | $3,674-77.9% | $2,631-69.2% |
| Participant deferral / active EE | $1,250 | $2,671-53.2% | $4,083-69.4% | $4,212-70.3% |
| Admin fee / account holder | $187 | $4,497-95.9% | $6,065-96.9% | $7,344-97.5% |