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 | $57,192 | $69,207-17.4% | $64,056-10.7% | $139,434-59.0% |
| Participation rate | 23.8% | 75.6%-51.8pp | 72.3%-48.5pp | 80.3%-56.5pp |
| Annual return | 30.63% | 45.88%-15.3pp | 33.69%-3.1pp | 372.94%-342.3pp |
| Employer contribution / active EE | $597 | $3,182-81.3% | $2,747-78.3% | $4,751-87.4% |
| Participant deferral / active EE | $3,398 | $4,682-27.4% | $3,880-12.4% | $6,710-49.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |