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 | $29,881 | $104,974-71.5% | $95,585-68.7% | $142,382-79.0% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 20.72% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,018 | $2,779-63.4% | $2,527-59.7% | $4,299-76.3% |
| Participant deferral / active EE | $2,201 | $4,352-49.4% | $4,023-45.3% | $6,507-66.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |