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 | $46,604 | $112,096-58.4% | $95,952-51.4% | $158,922-70.7% |
| Participation rate | 34.8% | 79.0%-44.2pp | 77.1%-42.3pp | 82.0%-47.2pp |
| Annual return | 22.27% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $973 | $3,198-69.6% | $2,541-61.7% | $4,761-79.6% |
| Participant deferral / active EE | $1,719 | $4,784-64.1% | $4,167-58.7% | $5,982-71.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |