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 6-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 | $23,629 | $109,817-78.5% | $98,442-76.0% | $167,490-85.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 21.44% | 1956.69%-1935.3pp | 1492.73%-1471.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,992 | $3,224-38.2% | $2,960-32.7% | $4,837-58.8% |
| Participant deferral / active EE | $4,429 | $4,673-5.2% | $4,276+3.6% | $6,341-30.2% |
| Admin fee / account holder | $134 | $6,753-98.0% | $5,949-97.7% | $12,309-98.9% |