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 9-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 | $27,545 | $117,983-76.7% | $101,794-72.9% | $142,382-80.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.15% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $566 | $2,773-79.6% | $2,289-75.3% | $4,299-86.8% |
| Participant deferral / active EE | $1,464 | $4,714-68.9% | $4,084-64.1% | $6,507-77.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |