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 | $18,217 | $99,020-81.6% | $86,590-79.0% | $147,584-87.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 26.15% | 1312.34%-1286.2pp | 964.84%-938.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $481 | $3,132-84.7% | $2,839-83.1% | $4,876-90.1% |
| Participant deferral / active EE | $4,591 | $3,972+15.6% | $3,609+27.2% | $5,439-15.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |