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 6-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 | $58,975 | $108,172-45.5% | $77,482-23.9% | $158,922-62.9% |
| Participation rate | 10.5% | 64.4%-53.9pp | 54.2%-43.7pp | 82.0%-71.4pp |
| Annual return | 31.10% | 31.67%-0.6pp | 54.79%-23.7pp | 302.83%-271.7pp |
| Employer contribution / active EE | $424 | $1,325-68.0% | $986-57.1% | $4,761-91.1% |
| Participant deferral / active EE | $2,053 | $2,456-16.4% | $1,861+10.3% | $5,982-65.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |