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 | $28,937 | $99,020-70.8% | $86,590-66.6% | $147,584-80.4% |
| Participation rate | 43.8% | 76.3%-32.6pp | 73.5%-29.8pp | 82.8%-39.1pp |
| Annual return | 22.40% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $711 | $3,132-77.3% | $2,839-75.0% | $4,876-85.4% |
| Participant deferral / active EE | $2,534 | $3,972-36.2% | $3,609-29.8% | $5,439-53.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |