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 4-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 | $66,641 | $109,982-39.4% | $97,226-31.5% | $145,922-54.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 8.99% | 242.90%-233.9pp | 75.13%-66.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,100 | $3,084-64.3% | $2,729-59.7% | $4,660-76.4% |
| Participant deferral / active EE | $3,300 | $4,676-29.4% | $4,264-22.6% | $6,688-50.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |