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 | $26,827 | $185,200-85.5% | $142,863-81.2% | $167,490-84.0% |
| Participation rate | 25.0% | 78.4%-53.4pp | 71.9%-46.9pp | 82.1%-57.1pp |
| Annual return | 12.02% | 8555.70%-8543.7pp | 5637.54%-5625.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $888 | $5,604-84.2% | $4,144-78.6% | $4,837-81.6% |
| Participant deferral / active EE | $888 | $4,494-80.2% | $3,837-76.9% | $6,341-86.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |