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 | $26,677 | $113,339-76.5% | $94,993-71.9% | $147,584-81.9% |
| Participation rate | 44.4% | 78.0%-33.5pp | 73.9%-29.4pp | 82.8%-38.4pp |
| Annual return | 18.90% | 20.77%-1.9pp | 27.12%-8.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,307 | $3,160-58.7% | $2,603-49.8% | $4,876-73.2% |
| Participant deferral / active EE | $2,400 | $3,777-36.5% | $3,317-27.6% | $5,439-55.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |