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 | $30,793 | $118,849-74.1% | $96,562-68.1% | $167,490-81.6% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 21.26% | 50.49%-29.2pp | 37.78%-16.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $992 | $3,120-68.2% | $2,356-57.9% | $4,837-79.5% |
| Participant deferral / active EE | $6,661 | $4,616+44.3% | $3,849+73.1% | $6,341+5.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |