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 9-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 | $15,408 | $74,888-79.4% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 27.85% | 345.14%-317.3pp | 282.51%-254.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,344 | $2,854-52.9% | $2,721-50.6% | $4,299-68.7% |
| Participant deferral / active EE | $1,788 | $4,454-59.9% | $4,175-57.2% | $6,507-72.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |