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 10-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 | $115,153 | $45,152+155.0% | $73,843+55.9% | $59,632+93.1% |
| Participation rate | 24.3% | 64.0%-39.7pp | 73.4%-49.1pp | 68.7%-44.3pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,465 | $2,574-43.1% | $3,583-59.1% | $3,192-54.1% |
| Admin fee / account holder | $112 | $3,516-96.8% | $4,880-97.7% | $4,297-97.4% |