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 6-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 | $25,110 | $81,625-69.2% | $58,482-57.1% | $139,434-82.0% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.7pp | 80.3%-69.2pp |
| Annual return | 23.15% | 7404.20%-7381.0pp | 4239.32%-4216.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $226 | $1,398-83.8% | $1,053-78.6% | $4,751-95.2% |
| Participant deferral / active EE | $2,490 | $2,557-2.6% | $1,924+29.4% | $6,710-62.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |