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 | $37,805 | $104,974-64.0% | $95,585-60.4% | $142,382-73.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 17.67% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $579 | $2,779-79.2% | $2,527-77.1% | $4,299-86.5% |
| Participant deferral / active EE | $650 | $4,352-85.1% | $4,023-83.8% | $6,507-90.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |