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 | $66,462 | $76,738-13.4% | $56,411+17.8% | $145,922-54.5% |
| Participation rate | 15.8% | 63.2%-47.4pp | 52.5%-36.7pp | 80.3%-64.5pp |
| Annual return | 15.11% | 2994.23%-2979.1pp | 1701.33%-1686.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $346 | $1,380-74.9% | $1,039-66.7% | $4,660-92.6% |
| Participant deferral / active EE | $1,419 | $2,623-45.9% | $1,952-27.3% | $6,688-78.8% |
| Admin fee / account holder | $3 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |