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 9-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 | $47,989 | $107,015-55.2% | $73,545-34.7% | $147,584-67.5% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 30.43% | 38.25%-7.8pp | -15.16%+45.6pp | 578.55%-548.1pp |
| Employer contribution / active EE | $960 | $1,760-45.5% | $1,219-21.2% | $4,876-80.3% |
| Participant deferral / active EE | $6,000 | $2,462+143.7% | $1,806+232.2% | $5,439+10.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |