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 6-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 | $11,436 | $169,032-93.2% | $129,207-91.1% | $145,922-92.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 16.50% | 14330.11%-14313.6pp | 9417.33%-9400.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $902 | $5,537-83.7% | $4,153-78.3% | $4,660-80.6% |
| Participant deferral / active EE | $1,324 | $4,987-73.5% | $4,168-68.2% | $6,688-80.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |