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 | $58,491 | $80,717-27.5% | $154,803-62.2% | $84,808-31.0% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 50.12% | 37.96%+12.2pp | 58.88%-8.8pp | 40.90%+9.2pp |
| Employer contribution / active EE | $358 | $2,761-87.0% | $4,305-91.7% | $2,631-86.4% |
| Participant deferral / active EE | $1,399 | $3,303-57.6% | $5,540-74.7% | $4,212-66.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |