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 8-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 | $31,480 | $80,812-61.0% | $160,784-80.4% | $82,448-61.8% |
| Participation rate | 54.1% | 66.2%-12.2pp | 77.0%-22.9pp | 68.1%-14.0pp |
| Annual return | 14.93% | 100.59%-85.7pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,428 | $4,335-67.1% | $6,293-77.3% | $4,139-65.5% |
| Admin fee / account holder | $297 | $7,695-96.1% | $9,717-96.9% | $7,234-95.9% |