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 | $10,858 | $100,852-89.2% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 22.96% | 1724.20%-1701.2pp | 1293.02%-1270.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $306 | $3,689-91.7% | $3,262-90.6% | $4,761-93.6% |
| Participant deferral / active EE | $759 | $4,348-82.6% | $3,963-80.9% | $5,982-87.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |