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 9-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 | $21,190 | $107,015-80.2% | $73,545-71.2% | $147,584-85.6% |
| Participation rate | 21.1% | 66.4%-45.3pp | 54.9%-33.9pp | 82.8%-61.8pp |
| Annual return | 21.49% | 38.25%-16.8pp | -15.16%+36.6pp | 578.55%-557.1pp |
| Employer contribution / active EE | $445 | $1,760-74.7% | $1,219-63.5% | $4,876-90.9% |
| Participant deferral / active EE | $1,636 | $2,462-33.5% | $1,806-9.4% | $5,439-69.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |