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 | $14,493 | $102,966-85.9% | $90,281-83.9% | $152,861-90.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 45.23% | 95.16%-49.9pp | 78.10%-32.9pp | 345.32%-300.1pp |
| Employer contribution / active EE | $1,426 | $3,139-54.6% | $2,854-50.0% | $4,762-70.1% |
| Participant deferral / active EE | $2,496 | $4,281-41.7% | $3,885-35.8% | $5,850-57.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |