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 | $24,693 | $81,625-69.7% | $58,482-57.8% | $139,434-82.3% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 23.42% | 7404.20%-7380.8pp | 4239.32%-4215.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,554 | $1,398+82.6% | $1,053+142.5% | $4,751-46.2% |
| Participant deferral / active EE | $3,526 | $2,557+37.9% | $1,924+83.3% | $6,710-47.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |