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 | $35,921 | $104,907-65.8% | $84,611-57.5% | $152,861-76.5% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 24.82% | 373.79%-349.0pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,561 | $3,302-52.7% | $2,652-41.1% | $4,762-67.2% |
| Participant deferral / active EE | $1,952 | $4,688-58.4% | $3,899-49.9% | $5,850-66.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |