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 8-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 | $28,776 | $100,852-71.5% | $90,404-68.2% | $158,922-81.9% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.7%-46.6pp | 82.0%-55.9pp |
| Annual return | 28.96% | 1724.20%-1695.2pp | 1293.02%-1264.1pp | 302.83%-273.9pp |
| Employer contribution / active EE | $676 | $3,689-81.7% | $3,262-79.3% | $4,761-85.8% |
| Participant deferral / active EE | $2,357 | $4,348-45.8% | $3,963-40.5% | $5,982-60.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |