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 | $34,777 | $99,020-64.9% | $86,590-59.8% | $147,584-76.4% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 10.94% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $426 | $3,132-86.4% | $2,839-85.0% | $4,876-91.3% |
| Participant deferral / active EE | $907 | $3,972-77.2% | $3,609-74.9% | $5,439-83.3% |
| Admin fee / account holder | $281 | $5,710-95.1% | $4,906-94.3% | $10,885-97.4% |