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 3-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 | $19,542 | $111,724-82.5% | $93,606-79.1% | $145,922-86.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 22.53% | 202.98%-180.5pp | 133.20%-110.7pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,973 | $3,090-3.8% | $2,420+22.9% | $4,660-36.2% |
| Participant deferral / active EE | $4,468 | $4,912-9.0% | $4,411+1.3% | $6,688-33.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |