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 | $26,379 | $100,852-73.8% | $90,404-70.8% | $158,922-83.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 26.95% | 1724.20%-1697.3pp | 1293.02%-1266.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $623 | $3,689-83.1% | $3,262-80.9% | $4,761-86.9% |
| Participant deferral / active EE | $5,985 | $4,348+37.7% | $3,963+51.0% | $5,9820% |
| Admin fee / account holder | $267 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |