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 7-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 | $45,408 | $58,694-22.6% | $142,863-68.2% | $85,850-47.1% |
| Participation rate | 51.7% | 58.5%-6.8pp | 71.9%-20.2pp | 69.3%-17.6pp |
| Annual return | 12.49% | 27.72%-15.2pp | 5637.54%-5625.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,360 | $1,423-4.4% | $4,144-67.2% | $2,565-47.0% |
| Participant deferral / active EE | $1,368 | $2,607-47.5% | $3,837-64.3% | $3,952-65.4% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |