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 5-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 | $55,004 | $96,305-42.9% | $80,569-31.7% | $139,434-60.6% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 27.10% | 1350.08%-1323.0pp | 935.43%-908.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $3,459 | $3,262+6.0% | $2,723+27.0% | $4,751-27.2% |
| Participant deferral / active EE | $4,191 | $5,232-19.9% | $4,447-5.8% | $6,710-37.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |