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 | $64,405 | $29,660+117.1% | $56,411+14.2% | $80,856-20.3% |
| Participation rate | 8.2% | 41.6%-33.5pp | 52.5%-44.3pp | 67.6%-59.5pp |
| Annual return | 15.77% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $475 | $669-29.1% | $1,039-54.3% | $2,755-82.8% |
| Participant deferral / active EE | $1,532 | $1,226+25.0% | $1,952-21.5% | $4,296-64.3% |
| Admin fee / account holder | $140 | $2,428-94.2% | $2,829-95.1% | $6,918-98.0% |