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 | $71,239 | $97,757-27.1% | $83,848-15.0% | $135,375-47.4% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | 0.84% | 1287.37%-1286.5pp | 850.88%-850.0pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,202 | $4,222-71.5% | $3,631-66.9% | $4,779-74.8% |
| Participant deferral / active EE | $8,089 | $4,682+72.8% | $4,082+98.2% | $5,609+44.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |