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 6-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 | $60,460 | $108,172-44.1% | $77,482-22.0% | $158,922-62.0% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 22.42% | 31.67%-9.3pp | 54.79%-32.4pp | 302.83%-280.4pp |
| Employer contribution / active EE | $500 | $1,325-62.3% | $986-49.3% | $4,761-89.5% |
| Participant deferral / active EE | $2,550 | $2,456+3.8% | $1,861+37.0% | $5,982-57.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |