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 8-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 | $25,658 | $100,852-74.6% | $90,404-71.6% | $158,922-83.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 22.00% | 1724.20%-1702.2pp | 1293.02%-1271.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,437 | $3,689-61.0% | $3,262-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $3,678 | $4,348-15.4% | $3,963-7.2% | $5,982-38.5% |
| Admin fee / account holder | $194 | $6,501-97.0% | $5,611-96.5% | $11,246-98.3% |