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 6-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 | $29,781 | $30,400-2.0% | $53,898-44.7% | $84,808-64.9% |
| Participation rate | 37.3% | 46.4%-9.2pp | 55.0%-17.7pp | 68.3%-31.1pp |
| Annual return | 24.56% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $625 | $603+3.7% | $932-32.9% | $2,631-76.2% |
| Participant deferral / active EE | $1,461 | $1,199+21.9% | $1,826-20.0% | $4,212-65.3% |
| Admin fee / account holder | $249 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |