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 4-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 | $7,930 | $109,982-92.8% | $97,226-91.8% | $145,922-94.6% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 19.51% | 242.90%-223.4pp | 75.13%-55.6pp | 561.29%-541.8pp |
| Employer contribution / active EE | $743 | $3,084-75.9% | $2,729-72.8% | $4,660-84.1% |
| Participant deferral / active EE | $743 | $4,676-84.1% | $4,264-82.6% | $6,688-88.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |