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 | $19,501 | $76,312-74.4% | $67,221-71.0% | $158,922-87.7% |
| Participation rate | 66.7% | 84.3%-17.6pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 47.11% | 22.77%+24.3pp | 20.72%+26.4pp | 302.83%-255.7pp |
| Employer contribution / active EE | $2,419 | $4,476-46.0% | $3,723-35.0% | $4,761-49.2% |
| Participant deferral / active EE | $3,850 | $5,264-26.9% | $4,384-12.2% | $5,982-35.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |