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 | $25,215 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,150 | $5,256-40.1% | $4,695-32.9% | $4,876-35.4% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |