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 4-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 | $30,803 | $29,660+3.9% | $56,411-45.4% | $80,856-61.9% |
| Participation rate | 12.9% | 41.6%-28.7pp | 52.5%-39.6pp | 67.6%-54.7pp |
| Annual return | 17.59% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $227 | $669-66.2% | $1,039-78.2% | $2,755-91.8% |
| Participant deferral / active EE | $984 | $1,226-19.7% | $1,952-49.6% | $4,296-77.1% |
| Admin fee / account holder | $228 | $2,428-90.6% | $2,829-92.0% | $6,918-96.7% |