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 | $29,793 | $100,852-70.5% | $90,404-67.0% | $158,922-81.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 17.74% | 1724.20%-1706.5pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $416 | $3,689-88.7% | $3,262-87.2% | $4,761-91.3% |
| Participant deferral / active EE | $2,750 | $4,348-36.8% | $3,963-30.6% | $5,982-54.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |