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 | $15,954 | $109,327-85.4% | $89,391-82.2% | $158,922-90.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 13.96% | 345.68%-331.7pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $698 | $3,170-78.0% | $2,586-73.0% | $4,761-85.3% |
| Participant deferral / active EE | $881 | $4,598-80.8% | $3,890-77.3% | $5,982-85.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |