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 6-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 | $20,327 | $100,970-79.9% | $96,576-79.0% | $137,256-85.2% |
| Participation rate | 37.5% | 82.6%-45.1pp | 81.4%-43.9pp | 80.0%-42.5pp |
| Annual return | 21.31% | 38.16%-16.8pp | 38.47%-17.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,024 | $3,809-46.9% | $3,553-43.0% | $4,156-51.3% |
| Participant deferral / active EE | $2,243 | $8,286-72.9% | $7,956-71.8% | $6,407-65.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |