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 5-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 | $11,794 | $27,915-57.8% | $58,482-79.8% | $75,163-84.3% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 37.32% | 44.20%-6.9pp | 4239.32%-4202.0pp | 160.62%-123.3pp |
| Employer contribution / active EE | $512 | $669-23.4% | $1,053-51.4% | $2,670-80.8% |
| Participant deferral / active EE | $1,240 | $1,201+3.2% | $1,924-35.6% | $4,125-70.0% |
| Admin fee / account holder | $127 | $1,726-92.7% | $2,516-95.0% | $5,651-97.8% |