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 | $65,162 | $70,756-7.9% | $65,493-0.5% | $142,382-54.2% |
| Participation rate | 26.3% | 77.4%-51.1pp | 73.1%-46.8pp | 80.1%-53.8pp |
| Annual return | 15.62% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $649 | $2,881-77.5% | $2,574-74.8% | $4,299-84.9% |
| Participant deferral / active EE | $2,127 | $4,637-54.1% | $3,961-46.3% | $6,507-67.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |