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 9-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 | $32,627 | $100,852-67.6% | $90,404-63.9% | $158,922-79.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 20.52% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,655 | $3,689-55.1% | $3,262-49.3% | $4,761-65.2% |
| Participant deferral / active EE | $2,068 | $4,348-52.4% | $3,963-47.8% | $5,982-65.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |