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 | $20,466 | $104,486-80.4% | $76,817-73.4% | $152,861-86.6% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.7pp | 82.4%-49.1pp |
| Annual return | 27.49% | 1013.37%-985.9pp | 1166.11%-1138.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,578 | $3,116-49.3% | $2,302-31.4% | $4,762-66.9% |
| Participant deferral / active EE | $3,594 | $4,236-15.1% | $3,336+7.7% | $5,850-38.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |