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 | $25,836 | $30,400-15.0% | $53,898-52.1% | $84,808-69.5% |
| Participation rate | 8.2% | 46.4%-38.3pp | 55.0%-46.8pp | 68.3%-60.1pp |
| Annual return | 18.33% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $318 | $603-47.3% | $932-65.9% | $2,631-87.9% |
| Participant deferral / active EE | $614 | $1,199-48.8% | $1,826-66.4% | $4,212-85.4% |
| Admin fee / account holder | $126 | $1,993-93.7% | $2,491-95.0% | $7,344-98.3% |