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 | $13,416 | $100,852-86.7% | $90,404-85.2% | $158,922-91.6% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 25.02% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $265 | $3,689-92.8% | $3,262-91.9% | $4,761-94.4% |
| Participant deferral / active EE | $1,412 | $4,348-67.5% | $3,963-64.4% | $5,982-76.4% |
| Admin fee / account holder | $199 | $6,501-96.9% | $5,611-96.5% | $11,246-98.2% |