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 | $24,637 | $109,327-77.5% | $89,391-72.4% | $158,922-84.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 41.15% | 345.68%-304.5pp | 245.62%-204.5pp | 302.83%-261.7pp |
| Employer contribution / active EE | $691 | $3,170-78.2% | $2,586-73.3% | $4,761-85.5% |
| Participant deferral / active EE | $5,793 | $4,598+26.0% | $3,890+48.9% | $5,982-3.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |