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 9-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 | $42,693 | $97,125-56.0% | $86,233-50.5% | $137,256-68.9% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.0%-34.2pp | 80.0%-45.2pp |
| Annual return | 13.96% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $760 | $2,841-73.2% | $2,504-69.6% | $4,156-81.7% |
| Participant deferral / active EE | $1,641 | $5,180-68.3% | $4,559-64.0% | $6,407-74.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |