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 | $17,435 | $100,852-82.7% | $90,404-80.7% | $158,922-89.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 66.07% | 1724.20%-1658.1pp | 1293.02%-1226.9pp | 302.83%-236.8pp |
| Employer contribution / active EE | $1,011 | $3,689-72.6% | $3,262-69.0% | $4,761-78.8% |
| Participant deferral / active EE | $6,758 | $4,348+55.4% | $3,963+70.5% | $5,982+13.0% |
| Admin fee / account holder | $29 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |