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 | $26,922 | $81,625-67.0% | $58,482-54.0% | $139,434-80.7% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 23.75% | 7404.20%-7380.4pp | 4239.32%-4215.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $625 | $1,398-55.3% | $1,053-40.6% | $4,751-86.8% |
| Participant deferral / active EE | $2,120 | $2,557-17.1% | $1,924+10.2% | $6,710-68.4% |
| Admin fee / account holder | $36 | $3,265-98.9% | $2,516-98.6% | $11,403-99.7% |