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 | $30,413 | $90,503-66.4% | $78,689-61.4% | $273,961-88.9% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 12.11% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $417 | $3,176-86.9% | $2,851-85.4% | $4,869-91.4% |
| Participant deferral / active EE | $3,467 | $3,901-11.1% | $3,517-1.4% | $5,287-34.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |