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 | $24,771 | $115,770-78.6% | $101,248-75.5% | $158,922-84.4% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 35.17% | 56.14%-21.0pp | 46.47%-11.3pp | 302.83%-267.7pp |
| Employer contribution / active EE | $852 | $4,175-79.6% | $3,660-76.7% | $4,761-82.1% |
| Participant deferral / active EE | $2,835 | $4,957-42.8% | $4,370-35.1% | $5,982-52.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |