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 | $29,387 | $109,817-73.2% | $98,442-70.1% | $167,490-82.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 15.07% | 1956.69%-1941.6pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,205 | $3,224-62.6% | $2,960-59.3% | $4,837-75.1% |
| Participant deferral / active EE | $2,465 | $4,673-47.3% | $4,276-42.4% | $6,341-61.1% |
| Admin fee / account holder | $243 | $6,753-96.4% | $5,949-95.9% | $12,309-98.0% |