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 6-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 | $17,119 | $124,281-86.2% | $109,143-84.3% | $167,490-89.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 39.84% | 26.04%+13.8pp | 25.75%+14.1pp | 478.56%-438.7pp |
| Employer contribution / active EE | $855 | $4,207-79.7% | $3,722-77.0% | $4,837-82.3% |
| Participant deferral / active EE | $4,625 | $5,255-12.0% | $4,653-0.6% | $6,341-27.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |