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 | $36,677 | $93,346-60.7% | $71,796-48.9% | $273,961-86.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 5.50% | 130.39%-124.9pp | 78.04%-72.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $860 | $2,733-68.5% | $1,924-55.3% | $4,869-82.3% |
| Participant deferral / active EE | $860 | $3,475-75.3% | $2,794-69.2% | $5,287-83.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |