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 | $26,556 | $107,334-75.3% | $92,893-71.4% | $152,861-82.6% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.4%-43.6pp |
| Annual return | 30.42% | 145.58%-115.2pp | 109.41%-79.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $809 | $4,221-80.8% | $3,653-77.9% | $4,762-83.0% |
| Participant deferral / active EE | $2,984 | $4,845-38.4% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |