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 | $70,756-48.5% | $65,493-44.3% | $142,382-74.4% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 23.89% | 1754.89%-1731.0pp | 982.45%-958.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,685 | $2,881-41.5% | $2,574-34.6% | $4,299-60.8% |
| Participant deferral / active EE | $4,850 | $4,637+4.6% | $3,961+22.4% | $6,507-25.5% |
| Admin fee / account holder | $192 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |