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 7-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 | $57,389 | $30,400+88.8% | $53,898+6.5% | $84,808-32.3% |
| Participation rate | 21.7% | 46.4%-24.7pp | 55.0%-33.2pp | 68.3%-46.6pp |
| Annual return | 21.67% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $398 | $603-34.0% | $932-57.3% | $2,631-84.9% |
| Participant deferral / active EE | $1,303 | $1,199+8.7% | $1,826-28.6% | $4,212-69.1% |
| Admin fee / account holder | $67 | $1,993-96.7% | $2,491-97.3% | $7,344-99.1% |