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 | $24,496 | $29,660-17.4% | $56,411-56.6% | $80,856-69.7% |
| Participation rate | 27.6% | 41.6%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 16.53% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $259 | $669-61.3% | $1,039-75.1% | $2,755-90.6% |
| Participant deferral / active EE | $1,372 | $1,226+11.9% | $1,952-29.7% | $4,296-68.1% |
| Admin fee / account holder | $127 | $2,428-94.8% | $2,829-95.5% | $6,918-98.2% |