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 5-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 | $51,195 | $158,398-67.7% | $126,539-59.5% | $142,382-64.0% |
| Participation rate | 8.3% | 75.8%-67.5pp | 69.8%-61.5pp | 80.1%-71.8pp |
| Annual return | 15.01% | 593.76%-578.8pp | 425.95%-410.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $346 | $4,650-92.6% | $3,674-90.6% | $4,299-91.9% |
| Participant deferral / active EE | $519 | $4,767-89.1% | $4,083-87.3% | $6,507-92.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |