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 7-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 | $31,023 | $152,509-79.7% | $117,472-73.6% | $134,475-76.9% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -20.49% | 52.99%-73.5pp | 29.74%-50.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $738 | $5,571-86.7% | $4,176-82.3% | $4,740-84.4% |
| Participant deferral / active EE | $1,200 | $4,818-75.1% | $4,070-70.5% | $6,400-81.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |