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 | $24,636 | $30,400-19.0% | $53,898-54.3% | $84,808-71.0% |
| Participation rate | 41.4% | 46.4%-5.1pp | 55.0%-13.6pp | 68.3%-26.9pp |
| Annual return | 25.06% | 500.19%-475.1pp | 528.60%-503.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $575 | $603-4.7% | $932-38.3% | $2,631-78.2% |
| Participant deferral / active EE | $2,126 | $1,199+77.4% | $1,826+16.4% | $4,212-49.5% |
| Admin fee / account holder | $184 | $1,993-90.8% | $2,491-92.6% | $7,344-97.5% |