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 | $52,144 | $99,652-47.7% | $78,778-33.8% | $147,584-64.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 24.79% | 47.28%-22.5pp | 35.62%-10.8pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,028 | $2,796-63.2% | $1,986-48.3% | $4,876-78.9% |
| Participant deferral / active EE | $1,098 | $3,664-70.0% | $2,958-62.9% | $5,439-79.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |