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 9-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 | $39,051 | $107,015-63.5% | $73,545-46.9% | $147,584-73.5% |
| Participation rate | 14.3% | 66.4%-52.1pp | 54.9%-40.6pp | 82.8%-68.5pp |
| Annual return | 33.36% | 38.25%-4.9pp | -15.16%+48.5pp | 578.55%-545.2pp |
| Employer contribution / active EE | $202 | $1,760-88.5% | $1,219-83.5% | $4,876-95.9% |
| Participant deferral / active EE | $1,621 | $2,462-34.1% | $1,806-10.2% | $5,439-70.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |