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 | $22,363 | $100,852-77.8% | $90,404-75.3% | $158,922-85.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 24.75% | 1724.20%-1699.5pp | 1293.02%-1268.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $909 | $3,689-75.4% | $3,262-72.1% | $4,761-80.9% |
| Participant deferral / active EE | $2,214 | $4,348-49.1% | $3,963-44.1% | $5,982-63.0% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |