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 3-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 | $31,065 | $88,751-65.0% | $81,812-62.0% | $145,922-78.7% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.3%-34.2pp | 80.3%-42.2pp |
| Annual return | 12.96% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,367 | $3,083-55.7% | $2,912-53.1% | $4,660-70.7% |
| Participant deferral / active EE | $3,346 | $4,643-27.9% | $4,319-22.5% | $6,688-50.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |