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 10-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 | $24,282 | $34,934-30.5% | $56,411-57.0% | $74,495-67.4% |
| Participation rate | 12.3% | 32.8%-20.5pp | 52.5%-40.2pp | 67.2%-54.9pp |
| Annual return | 13.89% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $271 | $609-55.5% | $1,039-73.9% | $2,623-89.7% |
| Participant deferral / active EE | $325 | $1,170-72.2% | $1,952-83.3% | $4,346-92.5% |
| Admin fee / account holder | $59 | $2,364-97.5% | $2,829-97.9% | $1,942-96.9% |