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 | $11,121 | $108,172-89.7% | $77,482-85.6% | $158,922-93.0% |
| Participation rate | 57.9% | 64.4%-6.5pp | 54.2%+3.7pp | 82.0%-24.1pp |
| Annual return | 31.62% | 31.67%-0.1pp | 54.79%-23.2pp | 302.83%-271.2pp |
| Employer contribution / active EE | $483 | $1,325-63.5% | $986-51.0% | $4,761-89.8% |
| Participant deferral / active EE | $2,791 | $2,456+13.6% | $1,861+49.9% | $5,982-53.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |