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 | $52,384 | $100,773-48.0% | $88,946-41.1% | $142,382-63.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 25.82% | 70.18%-44.4pp | 57.82%-32.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,242 | $2,918-57.4% | $2,555-51.4% | $4,299-71.1% |
| Participant deferral / active EE | $9,607 | $5,230+83.7% | $4,581+109.7% | $6,507+47.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |