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 8-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 | $27,721 | $74,888-63.0% | $71,209-61.1% | $142,382-80.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.29% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,173 | $2,854-58.9% | $2,721-56.9% | $4,299-72.7% |
| Participant deferral / active EE | $1,464 | $4,454-67.1% | $4,175-64.9% | $6,507-77.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |