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 | $32,546 | $85,766-62.1% | $136,294-76.1% | $70,131-53.6% |
| Participation rate | 47.5% | 74.2%-26.7pp | 81.9%-34.5pp | 69.5%-22.1pp |
| Annual return | 18.50% | 31.45%-13.0pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,029 | $2,966-65.3% | $4,695-78.1% | $2,342-56.1% |
| Participant deferral / active EE | $3,211 | $5,051-36.4% | $6,247-48.6% | $3,332-3.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |