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 5-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 | $43,628 | $30,400+43.5% | $53,898-19.1% | $84,808-48.6% |
| Participation rate | 12.3% | 46.4%-34.2pp | 55.0%-42.7pp | 68.3%-56.0pp |
| Annual return | 26.31% | 500.19%-473.9pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $321 | $603-46.7% | $932-65.5% | $2,631-87.8% |
| Participant deferral / active EE | $947 | $1,199-21.0% | $1,826-48.2% | $4,212-77.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |