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 5-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 | $29,067 | $105,126-72.4% | $94,646-69.3% | $139,434-79.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 26.01% | 38.03%-12.0pp | 156.71%-130.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,751 | $4,106-33.0% | $3,672-25.1% | $4,751-42.1% |
| Participant deferral / active EE | $3,042 | $7,599-60.0% | $7,418-59.0% | $6,710-54.7% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |