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 | $36,458 | $68,097-46.5% | $62,929-42.1% | $137,256-73.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 23.89% | 1859.11%-1835.2pp | 1063.93%-1040.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,685 | $2,811-40.1% | $2,505-32.7% | $4,156-59.5% |
| Participant deferral / active EE | $4,850 | $4,553+6.5% | $3,888+24.7% | $6,407-24.3% |
| Admin fee / account holder | $192 | $6,521-97.1% | $5,065-96.2% | $12,270-98.4% |