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 10-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 | $46,390 | $107,015-56.7% | $73,545-36.9% | $147,584-68.6% |
| Participation rate | 28.6% | 66.4%-37.8pp | 54.9%-26.4pp | 82.8%-54.3pp |
| Annual return | 26.32% | 38.25%-11.9pp | -15.16%+41.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $3,286 | $1,760+86.7% | $1,219+169.5% | $4,876-32.6% |
| Participant deferral / active EE | $5,143 | $2,462+108.9% | $1,806+184.8% | $5,439-5.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |