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 | $27,498 | $37,426-26.5% | $77,482-64.5% | $79,858-65.6% |
| Participation rate | 6.1% | 41.5%-35.4pp | 54.2%-48.1pp | 69.6%-63.5pp |
| Annual return | 21.10% | 39.70%-18.6pp | 54.79%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $433 | $637-31.9% | $986-56.1% | $2,471-82.5% |
| Participant deferral / active EE | $565 | $1,260-55.1% | $1,861-69.6% | $3,740-84.9% |
| Admin fee / account holder | $250 | $2,504-90.0% | $2,858-91.3% | $5,306-95.3% |