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 | $27,745 | $100,852-72.5% | $90,404-69.3% | $158,922-82.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.00% | 1724.20%-1714.2pp | 1293.02%-1283.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $980 | $3,689-73.4% | $3,262-70.0% | $4,761-79.4% |
| Participant deferral / active EE | $1,680 | $4,348-61.4% | $3,963-57.6% | $5,982-71.9% |
| Admin fee / account holder | $242 | $6,501-96.3% | $5,611-95.7% | $11,246-97.8% |