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 5-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 | $46,820 | $72,071-35.0% | $68,368-31.5% | $137,256-65.9% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.0%-53.6pp |
| Annual return | 14.59% | 353.14%-338.5pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,197 | $2,788-57.0% | $2,649-54.8% | $4,156-71.2% |
| Participant deferral / active EE | $2,435 | $4,410-44.8% | $4,123-40.9% | $6,407-62.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |