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 6-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 | $54,384 | $76,738-29.1% | $56,411-3.6% | $145,922-62.7% |
| Participation rate | 27.3% | 63.2%-35.9pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 13.28% | 2994.23%-2980.9pp | 1701.33%-1688.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $206 | $1,380-85.1% | $1,039-80.2% | $4,660-95.6% |
| Participant deferral / active EE | $2,835 | $2,623+8.1% | $1,952+45.3% | $6,688-57.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |