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 | $24,763 | $30,400-18.5% | $53,898-54.1% | $84,808-70.8% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 20.33% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $998 | $603+65.5% | $932+7.0% | $2,631-62.1% |
| Participant deferral / active EE | $1,756 | $1,199+46.5% | $1,826-3.8% | $4,212-58.3% |
| Admin fee / account holder | $89 | $1,993-95.5% | $2,491-96.4% | $7,344-98.8% |