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 4-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 | $36,730 | $99,652-63.1% | $78,778-53.4% | $147,584-75.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 14.11% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $884 | $2,796-68.4% | $1,986-55.5% | $4,876-81.9% |
| Participant deferral / active EE | $1,105 | $3,664-69.8% | $2,958-62.6% | $5,439-79.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |