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 | $34,443 | $102,604-66.4% | $86,188-60.0% | $139,434-75.3% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 25.24% | 1922.51%-1897.3pp | 1168.45%-1143.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,269 | $3,032-25.2% | $2,380-4.7% | $4,751-52.2% |
| Participant deferral / active EE | $3,233 | $4,676-30.9% | $3,985-18.9% | $6,710-51.8% |
| Admin fee / account holder | $145 | $8,657-98.3% | $6,852-97.9% | $11,403-98.7% |