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 | $25,410 | $102,966-75.3% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 25.24% | 95.16%-69.9pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $300 | $3,139-90.4% | $2,854-89.5% | $4,762-93.7% |
| Participant deferral / active EE | $1,000 | $4,281-76.6% | $3,885-74.3% | $5,850-82.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |