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 3-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 | $31,715 | $99,921-68.3% | $85,009-62.7% | $145,959-78.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 16.79% | 83.89%-67.1pp | 66.47%-49.7pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,216 | $3,233-62.4% | $2,728-55.4% | $4,661-73.9% |
| Participant deferral / active EE | $2,565 | $5,293-51.5% | $4,522-43.3% | $6,689-61.7% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |