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 | $36,233 | $110,261-67.1% | $95,745-62.2% | $139,434-74.0% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 13.71% | 27.11%-13.4pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,517 | $3,257-53.4% | $2,835-46.5% | $4,751-68.1% |
| Participant deferral / active EE | $2,993 | $4,676-36.0% | $4,245-29.5% | $6,710-55.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |