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 | $25,978 | $105,931-75.5% | $81,930-68.3% | $158,922-83.7% |
| Participation rate | 58.8% | 75.6%-16.8pp | 72.0%-13.2pp | 82.0%-23.1pp |
| Annual return | 24.38% | 38.17%-13.8pp | 29.49%-5.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $826 | $7,800-89.4% | $4,310-80.8% | $4,761-82.6% |
| Participant deferral / active EE | $2,912 | $13,003-77.6% | $7,107-59.0% | $5,982-51.3% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |