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 | $39,613 | $29,660+33.6% | $56,411-29.8% | $80,856-51.0% |
| Participation rate | 11.1% | 41.6%-30.5pp | 52.5%-41.4pp | 67.6%-56.5pp |
| Annual return | 16.43% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $315 | $669-53.0% | $1,039-69.7% | $2,755-88.6% |
| Participant deferral / active EE | $1,919 | $1,226+56.6% | $1,952-1.7% | $4,296-55.3% |
| Admin fee / account holder | $10 | $2,428-99.6% | $2,829-99.6% | $6,918-99.9% |