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 | $23,539 | $81,632-71.2% | $70,449-66.6% | $158,922-85.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 432.83% | 208.40%+224.4pp | 109.03%+323.8pp | 302.83%+130.0pp |
| Employer contribution / active EE | $2,804 | $3,217-12.8% | $2,737+2.5% | $4,761-41.1% |
| Participant deferral / active EE | $7,010 | $4,554+53.9% | $3,709+89.0% | $5,982+17.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |