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 | $12,229 | $100,852-87.9% | $90,404-86.5% | $158,922-92.3% |
| Participation rate | 13.0% | 75.0%-62.0pp | 72.7%-59.6pp | 82.0%-68.9pp |
| Annual return | 27.51% | 1724.20%-1696.7pp | 1293.02%-1265.5pp | 302.83%-275.3pp |
| Employer contribution / active EE | $218 | $3,689-94.1% | $3,262-93.3% | $4,761-95.4% |
| Participant deferral / active EE | $847 | $4,348-80.5% | $3,963-78.6% | $5,982-85.8% |
| Admin fee / account holder | $29 | $6,501-99.6% | $5,611-99.5% | $11,246-99.7% |