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 | $55,208 | $105,998-47.9% | $92,233-40.1% | $147,584-62.6% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.5%-56.5pp | 82.8%-62.8pp |
| Annual return | 28.26% | 50.05%-21.8pp | 176.28%-148.0pp | 578.55%-550.3pp |
| Employer contribution / active EE | $864 | $4,333-80.1% | $3,679-76.5% | $4,876-82.3% |
| Participant deferral / active EE | $3,660 | $4,478-18.3% | $3,897-6.1% | $5,439-32.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |