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 | $33,824 | $30,400+11.3% | $53,898-37.2% | $84,808-60.1% |
| Participation rate | 17.1% | 46.4%-29.4pp | 55.0%-37.9pp | 68.3%-51.2pp |
| Annual return | 26.73% | 500.19%-473.5pp | 528.60%-501.9pp | 40.90%-14.2pp |
| Employer contribution / active EE | $358 | $603-40.6% | $932-61.6% | $2,631-86.4% |
| Participant deferral / active EE | $1,588 | $1,199+32.5% | $1,826-13.0% | $4,212-62.3% |
| Admin fee / account holder | $45 | $1,993-97.7% | $2,491-98.2% | $7,344-99.4% |