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 | $28,532 | $53,516-46.7% | $126,539-77.5% | $84,808-66.4% |
| Participation rate | 21.8% | 58.2%-36.4pp | 69.8%-48.0pp | 68.3%-46.5pp |
| Annual return | 18.30% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $278 | $1,535-81.9% | $3,674-92.4% | $2,631-89.4% |
| Participant deferral / active EE | $1,091 | $2,671-59.2% | $4,083-73.3% | $4,212-74.1% |
| Admin fee / account holder | $162 | $4,497-96.4% | $6,065-97.3% | $7,344-97.8% |