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 | $23,113 | $74,888-69.1% | $71,209-67.5% | $142,382-83.8% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 24.54% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $819 | $2,854-71.3% | $2,721-69.9% | $4,299-81.0% |
| Participant deferral / active EE | $1,203 | $4,454-73.0% | $4,175-71.2% | $6,507-81.5% |
| Admin fee / account holder | $201 | $5,568-96.4% | $5,349-96.2% | $12,624-98.4% |