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 7-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 | $44,481 | $63,346-29.8% | $92,233-51.8% | $70,131-36.6% |
| Participation rate | 57.5% | 68.7%-11.2pp | 76.5%-19.0pp | 69.5%-12.0pp |
| Annual return | 19.99% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $557 | $2,471-77.5% | $3,679-84.9% | $2,342-76.2% |
| Participant deferral / active EE | $1,573 | $2,854-44.9% | $3,897-59.6% | $3,332-52.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |