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 6-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 | $49,295 | $35,183+40.1% | $73,545-33.0% | $70,131-29.7% |
| Participation rate | 63.6% | 42.9%+20.7pp | 54.9%+8.7pp | 69.5%-5.9pp |
| Annual return | 21.85% | 26.90%-5.1pp | -15.16%+37.0pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,920 | $709+171.0% | $1,219+57.5% | $2,342-18.0% |
| Participant deferral / active EE | $3,764 | $1,220+208.6% | $1,806+108.4% | $3,332+13.0% |
| Admin fee / account holder | $37 | $2,302-98.4% | $2,320-98.4% | $4,645-99.2% |