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 | $27,009 | $95,416-71.7% | $185,823-85.5% | $85,850-68.5% |
| Participation rate | 25.6% | 68.8%-43.1pp | 81.7%-56.1pp | 69.3%-43.7pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,751 | $3,314-47.2% | $5,167-66.1% | $2,565-31.7% |
| Participant deferral / active EE | $1,818 | $3,423-46.9% | $5,568-67.3% | $3,952-54.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |