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 | $12,646 | $100,852-87.5% | $90,404-86.0% | $158,922-92.0% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.7%-41.1pp | 82.0%-50.4pp |
| Annual return | 17.37% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $563 | $3,689-84.7% | $3,262-82.8% | $4,761-88.2% |
| Participant deferral / active EE | $1,061 | $4,348-75.6% | $3,963-73.2% | $5,982-82.3% |
| Admin fee / account holder | $239 | $6,501-96.3% | $5,611-95.7% | $11,246-97.9% |