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 | $21,592 | $72,071-70.0% | $68,368-68.4% | $137,256-84.3% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 26.06% | 353.14%-327.1pp | 292.57%-266.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $556 | $2,788-80.1% | $2,649-79.0% | $4,156-86.6% |
| Participant deferral / active EE | $6,724 | $4,410+52.5% | $4,123+63.1% | $6,407+5.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |