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 | $28,581 | $109,817-74.0% | $98,442-71.0% | $167,490-82.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 28.01% | 1956.69%-1928.7pp | 1492.73%-1464.7pp | 478.56%-450.5pp |
| Employer contribution / active EE | $820 | $3,224-74.6% | $2,960-72.3% | $4,837-83.1% |
| Participant deferral / active EE | $1,606 | $4,673-65.6% | $4,276-62.4% | $6,341-74.7% |
| Admin fee / account holder | $113 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |