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 | $101,618-70.6% | $93,063-67.9% | $137,256-78.2% |
| Participation rate | 45.5% | 74.9%-29.5pp | 72.1%-26.7pp | 80.0%-34.5pp |
| Annual return | 20.72% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,018 | $2,707-62.4% | $2,476-58.9% | $4,156-75.5% |
| Participant deferral / active EE | $2,201 | $4,279-48.6% | $3,958-44.4% | $6,407-65.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |