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 | $74,315 | $100,773-26.3% | $88,946-16.4% | $142,382-47.8% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 30.70% | 70.18%-39.5pp | 57.82%-27.1pp | 217.08%-186.4pp |
| Employer contribution / active EE | $708 | $2,918-75.7% | $2,555-72.3% | $4,299-83.5% |
| Participant deferral / active EE | $5,770 | $5,230+10.3% | $4,581+25.9% | $6,507-11.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |