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 | $29,319-16.0% | $52,425-53.0% | $82,448-70.1% |
| Participation rate | 41.4% | 46.9%-5.5pp | 55.6%-14.2pp | 68.1%-26.7pp |
| Annual return | 25.06% | 535.20%-510.1pp | 302.12%-277.1pp | 41.64%-16.6pp |
| Employer contribution / active EE | $575 | $586-2.0% | $914-37.1% | $2,551-77.5% |
| Participant deferral / active EE | $2,126 | $1,171+81.5% | $1,790+18.8% | $4,139-48.6% |
| Admin fee / account holder | $184 | $1,962-90.6% | $2,495-92.6% | $7,234-97.5% |