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 7-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 | $43,132 | $52,353-17.6% | $120,225-64.1% | $82,448-47.7% |
| Participation rate | 10.0% | 58.3%-48.3pp | 69.6%-59.6pp | 68.1%-58.1pp |
| Annual return | 18.10% | 61.85%-43.8pp | 439.23%-421.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,288 | $2,627-51.0% | $3,999-67.8% | $4,139-68.9% |
| Admin fee / account holder | $103 | $4,363-97.6% | $5,696-98.2% | $7,234-98.6% |