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 4-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 | $46,351 | $110,257-58.0% | $96,544-52.0% | $139,434-66.8% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 154.14% | 26.32%+127.8pp | 25.84%+128.3pp | 372.94%-218.8pp |
| Employer contribution / active EE | $2,054 | $3,620-43.3% | $2,965-30.7% | $4,751-56.8% |
| Participant deferral / active EE | $3,298 | $5,548-40.6% | $4,851-32.0% | $6,710-50.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |