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 | $24,309 | $29,660-18.0% | $56,411-56.9% | $80,856-69.9% |
| Participation rate | 27.3% | 41.6%-14.4pp | 52.5%-25.2pp | 67.6%-40.4pp |
| Annual return | 18.77% | 35.23%-16.5pp | 1701.33%-1682.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $550 | $669-17.9% | $1,039-47.1% | $2,755-80.0% |
| Participant deferral / active EE | $748 | $1,226-39.0% | $1,952-61.7% | $4,296-82.6% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |