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 | $30,808 | $109,982-72.0% | $97,226-68.3% | $145,922-78.9% |
| Participation rate | 58.8% | 75.9%-17.1pp | 72.7%-13.9pp | 80.3%-21.5pp |
| Annual return | 14.57% | 242.90%-228.3pp | 75.13%-60.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,120 | $3,084-31.3% | $2,729-22.3% | $4,660-54.5% |
| Participant deferral / active EE | $2,302 | $4,676-50.8% | $4,264-46.0% | $6,688-65.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |