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 | $23,405 | $81,625-71.3% | $58,482-60.0% | $139,434-83.2% |
| Participation rate | 27.8% | 61.3%-33.6pp | 50.9%-23.1pp | 80.3%-52.5pp |
| Annual return | 23.72% | 7404.20%-7380.5pp | 4239.32%-4215.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $494 | $1,398-64.7% | $1,053-53.1% | $4,751-89.6% |
| Participant deferral / active EE | $1,547 | $2,557-39.5% | $1,924-19.6% | $6,710-76.9% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |