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 8-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 | $54,630 | $117,381-53.5% | $99,443-45.1% | $152,861-64.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 1687.24% | 31.87%+1655.4pp | 30.72%+1656.5pp | 345.32%+1341.9pp |
| Employer contribution / active EE | $1,569 | $3,013-47.9% | $2,540-38.2% | $4,762-67.1% |
| Participant deferral / active EE | $2,517 | $4,086-38.4% | $3,619-30.4% | $5,850-57.0% |
| Admin fee / account holder | $112 | $7,631-98.5% | $6,250-98.2% | $11,596-99.0% |