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 | $21,813 | $100,852-78.4% | $90,404-75.9% | $158,922-86.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 42.93% | 1724.20%-1681.3pp | 1293.02%-1250.1pp | 302.83%-259.9pp |
| Employer contribution / active EE | $520 | $3,689-85.9% | $3,262-84.1% | $4,761-89.1% |
| Participant deferral / active EE | $3,033 | $4,348-30.2% | $3,963-23.5% | $5,982-49.3% |
| Admin fee / account holder | $131 | $6,501-98.0% | $5,611-97.7% | $11,246-98.8% |