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 | $19,196 | $185,200-89.6% | $142,863-86.6% | $167,490-88.5% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 14.75% | 8555.70%-8540.9pp | 5637.54%-5622.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $308 | $5,604-94.5% | $4,144-92.6% | $4,837-93.6% |
| Participant deferral / active EE | $3,334 | $4,494-25.8% | $3,837-13.1% | $6,341-47.4% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |