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 8-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 | $45,075 | $91,190-50.6% | $178,490-74.7% | $79,858-43.6% |
| Participation rate | 13.2% | 69.2%-56.0pp | 81.9%-68.8pp | 69.6%-56.5pp |
| Annual return | 24.75% | 24.19%+0.6pp | 151.07%-126.3pp | 31.71%-7.0pp |
| Employer contribution / active EE | $420 | $3,256-87.1% | $5,011-91.6% | $2,471-83.0% |
| Participant deferral / active EE | $2,042 | $3,236-36.9% | $5,202-60.7% | $3,740-45.4% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |