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 | $24,677 | $100,852-75.5% | $90,404-72.7% | $158,922-84.5% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 22.85% | 1724.20%-1701.4pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $932 | $3,689-74.7% | $3,262-71.4% | $4,761-80.4% |
| Participant deferral / active EE | $1,165 | $4,348-73.2% | $3,963-70.6% | $5,982-80.5% |
| Admin fee / account holder | $178 | $6,501-97.3% | $5,611-96.8% | $11,246-98.4% |