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 | $21,490 | $82,630-74.0% | $64,105-66.5% | $125,391-82.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 113.75% | 1489.72%-1376.0pp | 791.24%-677.5pp | 282.22%-168.5pp |
| Employer contribution / active EE | $1,994 | $2,671-25.4% | $1,820+9.6% | $4,866-59.0% |
| Participant deferral / active EE | $3,835 | $3,608+6.3% | $2,822+35.9% | $5,352-28.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |