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 8-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 | $21,271 | $105,859-79.9% | $90,160-76.4% | $147,584-85.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 31.42% | 37.63%-6.2pp | 34.88%-3.5pp | 578.55%-547.1pp |
| Employer contribution / active EE | $2,460 | $4,126-40.4% | $3,318-25.9% | $4,876-49.6% |
| Participant deferral / active EE | $2,460 | $5,733-57.1% | $5,288-53.5% | $5,439-54.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |