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 | $45,626 | $59,107-22.8% | $86,436-47.2% | $68,494-33.4% |
| Participation rate | 56.0% | 75.2%-19.2pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | 524.06% | -0.23%+524.3pp | 4394.89%-3870.8pp | -7.84%+531.9pp |
| Employer contribution / active EE | $2,403 | $2,519-4.6% | $3,769-36.2% | $2,596-7.4% |
| Participant deferral / active EE | $5,321 | $5,901-9.8% | $6,952-23.5% | $4,027+32.1% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |