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 8-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 | $15,623 | $108,172-85.6% | $77,482-79.8% | $158,922-90.2% |
| Participation rate | 44.4% | 64.4%-20.0pp | 54.2%-9.7pp | 82.0%-37.5pp |
| Annual return | 21.30% | 31.67%-10.4pp | 54.79%-33.5pp | 302.83%-281.5pp |
| Employer contribution / active EE | $976 | $1,325-26.3% | $986-1.0% | $4,761-79.5% |
| Participant deferral / active EE | $1,207 | $2,456-50.8% | $1,861-35.1% | $5,982-79.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |