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 | $60,618 | $96,305-37.1% | $80,569-24.8% | $139,434-56.5% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 16.55% | 1350.08%-1333.5pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,433 | $3,262-56.1% | $2,723-47.4% | $4,751-69.8% |
| Participant deferral / active EE | $5,219 | $5,232-0.2% | $4,447+17.3% | $6,710-22.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |