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 | $20,775 | $109,327-81.0% | $89,391-76.8% | $158,922-86.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 27.03% | 345.68%-318.6pp | 245.62%-218.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,265 | $3,170-28.6% | $2,586-12.4% | $4,761-52.4% |
| Participant deferral / active EE | $6,472 | $4,598+40.7% | $3,890+66.4% | $5,982+8.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |