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 8-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 | $19,937 | $100,852-80.2% | $90,404-77.9% | $158,922-87.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 11.31% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,500 | $3,689-59.3% | $3,262-54.0% | $4,761-68.5% |
| Participant deferral / active EE | $2,500 | $4,348-42.5% | $3,963-36.9% | $5,982-58.2% |
| Admin fee / account holder | $248 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |