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 9-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 | $10,127 | $104,974-90.4% | $95,585-89.4% | $142,382-92.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 177.81% | 210.33%-32.5pp | 38.56%+139.3pp | 217.08%-39.3pp |
| Employer contribution / active EE | $793 | $2,779-71.5% | $2,527-68.6% | $4,299-81.6% |
| Participant deferral / active EE | $1,498 | $4,352-65.6% | $4,023-62.8% | $6,507-77.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |