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 | $71,732 | $29,660+141.9% | $56,411+27.2% | $80,856-11.3% |
| Participation rate | 18.2% | 41.6%-23.5pp | 52.5%-34.3pp | 67.6%-49.5pp |
| Annual return | 13.36% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $525 | $669-21.6% | $1,039-49.5% | $2,755-80.9% |
| Participant deferral / active EE | $1,837 | $1,226+49.8% | $1,952-5.9% | $4,296-57.2% |
| Admin fee / account holder | $263 | $2,428-89.2% | $2,829-90.7% | $6,918-96.2% |