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 7-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 | $26,220 | $180,749-85.5% | $160,784-83.7% | $137,256-80.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 18.69% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,050 | $4,155-74.7% | $3,733-71.9% | $4,156-74.7% |
| Participant deferral / active EE | $1,789 | $6,844-73.9% | $6,293-71.6% | $6,407-72.1% |
| Admin fee / account holder | $213 | $10,397-98.0% | $9,717-97.8% | $12,270-98.3% |