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 | $43,584 | $100,773-56.8% | $88,946-51.0% | $142,382-69.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.02% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,462 | $2,918-49.9% | $2,555-42.8% | $4,299-66.0% |
| Participant deferral / active EE | $4,464 | $5,230-14.7% | $4,581-2.6% | $6,507-31.4% |
| Admin fee / account holder | $3 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |