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 7-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 | $37,544 | $115,770-67.6% | $101,248-62.9% | $158,922-76.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 40.85% | 56.14%-15.3pp | 46.47%-5.6pp | 302.83%-262.0pp |
| Employer contribution / active EE | $841 | $4,175-79.9% | $3,660-77.0% | $4,761-82.3% |
| Participant deferral / active EE | $3,467 | $4,957-30.1% | $4,370-20.7% | $5,982-42.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |