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 | $65,383 | $29,319+123.0% | $52,425+24.7% | $82,448-20.7% |
| Participation rate | 32.7% | 46.9%-14.1pp | 55.6%-22.9pp | 68.1%-35.3pp |
| Annual return | 20.59% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $956 | $586+63.0% | $914+4.6% | $2,551-62.5% |
| Participant deferral / active EE | $1,459 | $1,171+24.5% | $1,790-18.5% | $4,139-64.8% |
| Admin fee / account holder | $54 | $1,962-97.2% | $2,495-97.8% | $7,234-99.2% |