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 4-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 | $29,171 | $102,604-71.6% | $86,188-66.2% | $139,434-79.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 53.40% | 1922.51%-1869.1pp | 1168.45%-1115.0pp | 372.94%-319.5pp |
| Employer contribution / active EE | $9,292 | $3,032+206.4% | $2,380+290.4% | $4,751+95.6% |
| Participant deferral / active EE | $4,881 | $4,676+4.4% | $3,985+22.5% | $6,710-27.3% |
| Admin fee / account holder | $34 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |