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 | $31,964 | $99,020-67.7% | $86,590-63.1% | $147,584-78.3% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 29.04% | 1312.34%-1283.3pp | 964.84%-935.8pp | 578.55%-549.5pp |
| Employer contribution / active EE | $4,197 | $3,132+34.0% | $2,839+47.8% | $4,876-13.9% |
| Participant deferral / active EE | $4,439 | $3,972+11.7% | $3,609+23.0% | $5,439-18.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |