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 | $28,296 | $150,440-81.2% | $136,294-79.2% | $147,584-80.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 113.30% | 1049.08%-935.8pp | 5155.94%-5042.6pp | 578.55%-465.2pp |
| Employer contribution / active EE | $2,633 | $5,256-49.9% | $4,695-43.9% | $4,876-46.0% |
| Participant deferral / active EE | $4,255 | $6,630-35.8% | $6,247-31.9% | $5,439-21.8% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |