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 | $66,637 | $96,305-30.8% | $80,569-17.3% | $139,434-52.2% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 221.13% | 1350.08%-1129.0pp | 935.43%-714.3pp | 372.94%-151.8pp |
| Employer contribution / active EE | $395 | $3,262-87.9% | $2,723-85.5% | $4,751-91.7% |
| Participant deferral / active EE | $3,831 | $5,232-26.8% | $4,447-13.9% | $6,710-42.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |