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 | $30,700 | $112,881-72.8% | $90,951-66.2% | $158,922-80.7% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 36.65% | 215.79%-179.1pp | 134.60%-98.0pp | 302.83%-266.2pp |
| Employer contribution / active EE | $711 | $2,893-75.4% | $2,122-66.5% | $4,761-85.1% |
| Participant deferral / active EE | $3,264 | $4,128-20.9% | $3,373-3.2% | $5,982-45.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |