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 | $14,882 | $100,852-85.2% | $90,404-83.5% | $158,922-90.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 28.46% | 1724.20%-1695.7pp | 1293.02%-1264.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $207 | $3,689-94.4% | $3,262-93.7% | $4,761-95.7% |
| Participant deferral / active EE | $3,198 | $4,348-26.5% | $3,963-19.3% | $5,982-46.5% |
| Admin fee / account holder | -$6 | $6,501-100.1% | $5,611-100.1% | $11,246-100.1% |