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 7-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 | $29,519 | $114,047-74.1% | $96,139-69.3% | $167,490-82.4% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 29.91% | 189.88%-160.0pp | 191.94%-162.0pp | 478.56%-448.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,142 | $5,194+37.5% | $4,349+64.2% | $6,341+12.6% |
| Admin fee / account holder | $24 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |