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 | $43,399 | $69,207-37.3% | $64,056-32.2% | $139,434-68.9% |
| Participation rate | 40.9% | 75.6%-34.7pp | 72.3%-31.4pp | 80.3%-39.4pp |
| Annual return | 14.67% | 45.88%-31.2pp | 33.69%-19.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $740 | $3,182-76.7% | $2,747-73.1% | $4,751-84.4% |
| Participant deferral / active EE | $3,507 | $4,682-25.1% | $3,880-9.6% | $6,710-47.7% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |