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 | $26,923 | $113,339-76.2% | $94,993-71.7% | $147,584-81.8% |
| Participation rate | 63.2% | 78.0%-14.8pp | 73.9%-10.7pp | 82.8%-19.7pp |
| Annual return | 15.64% | 20.77%-5.1pp | 27.12%-11.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $523 | $3,160-83.4% | $2,603-79.9% | $4,876-89.3% |
| Participant deferral / active EE | $2,318 | $3,777-38.6% | $3,317-30.1% | $5,439-57.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |