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 | $38,039 | $30,400+25.1% | $53,898-29.4% | $84,808-55.1% |
| Participation rate | 11.4% | 46.4%-35.0pp | 55.0%-43.5pp | 68.3%-56.9pp |
| Annual return | 26.63% | 500.19%-473.6pp | 528.60%-502.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $283 | $603-53.1% | $932-69.7% | $2,631-89.3% |
| Participant deferral / active EE | $940 | $1,199-21.6% | $1,826-48.5% | $4,212-77.7% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |