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 | $30,006 | $100,852-70.2% | $90,404-66.8% | $158,922-81.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 6.08% | 1724.20%-1718.1pp | 1293.02%-1286.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,028 | $3,689-72.1% | $3,262-68.5% | $4,761-78.4% |
| Participant deferral / active EE | $3,287 | $4,348-24.4% | $3,963-17.1% | $5,982-45.1% |
| Admin fee / account holder | $82 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |