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 8-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 | $36,556 | $96,305-62.0% | $80,569-54.6% | $139,434-73.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.39% | 1350.08%-1330.7pp | 935.43%-916.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,249 | $3,262-61.7% | $2,723-54.2% | $4,751-73.7% |
| Participant deferral / active EE | $1,954 | $5,232-62.7% | $4,447-56.1% | $6,710-70.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |