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 9-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 | $71,454 | $150,440-52.5% | $136,294-47.6% | $147,584-51.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 17.25% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,409 | $5,256-73.2% | $4,695-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $4,285 | $6,630-35.4% | $6,247-31.4% | $5,439-21.2% |
| Admin fee / account holder | $268 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |