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 | $27,193 | $95,416-71.5% | $185,823-85.4% | $85,850-68.3% |
| Participation rate | 36.5% | 68.8%-32.2pp | 81.7%-45.2pp | 69.3%-32.8pp |
| Annual return | 30.10% | 23.59%+6.5pp | 122.05%-92.0pp | 318.53%-288.4pp |
| Employer contribution / active EE | $2,822 | $3,314-14.8% | $5,167-45.4% | $2,565+10.0% |
| Participant deferral / active EE | $2,899 | $3,423-15.3% | $5,568-47.9% | $3,952-26.6% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |