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 10-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 | $21,401 | $105,998-79.8% | $92,233-76.8% | $147,584-85.5% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 20.36% | 50.05%-29.7pp | 176.28%-155.9pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,699 | $4,333-60.8% | $3,679-53.8% | $4,876-65.2% |
| Participant deferral / active EE | $2,020 | $4,478-54.9% | $3,897-48.2% | $5,439-62.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |