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 3-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 | $26,030 | $29,667-12.3% | $56,441-53.9% | $80,874-67.8% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.6%-39.4pp |
| Annual return | 12.42% | 35.22%-22.8pp | 1704.21%-1691.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $514 | $669-23.2% | $1,039-50.5% | $2,756-81.4% |
| Participant deferral / active EE | $1,279 | $1,227+4.3% | $1,953-34.5% | $4,297-70.2% |
| Admin fee / account holder | $160 | $2,429-93.4% | $2,829-94.4% | $6,935-97.7% |