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 9-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 | $60,355 | $88,751-32.0% | $81,812-26.2% | $145,922-58.6% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 17.61% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $455 | $3,083-85.2% | $2,912-84.4% | $4,660-90.2% |
| Participant deferral / active EE | $3,813 | $4,643-17.9% | $4,319-11.7% | $6,688-43.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |