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 | $30,844 | $109,817-71.9% | $98,442-68.7% | $167,490-81.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 15.71% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,980 | $3,224+23.4% | $2,960+34.5% | $4,837-17.7% |
| Participant deferral / active EE | $6,045 | $4,673+29.3% | $4,276+41.4% | $6,341-4.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |