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 | $27,791 | $100,852-72.4% | $90,404-69.3% | $158,922-82.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 41.23% | 1724.20%-1683.0pp | 1293.02%-1251.8pp | 302.83%-261.6pp |
| Employer contribution / active EE | $1,379 | $3,689-62.6% | $3,262-57.7% | $4,761-71.0% |
| Participant deferral / active EE | $6,419 | $4,348+47.6% | $3,963+62.0% | $5,982+7.3% |
| Admin fee / account holder | $71 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |