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 9-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 | $72,707 | $100,852-27.9% | $90,404-19.6% | $158,922-54.2% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.7%-3.1pp | 82.0%-12.4pp |
| Annual return | 19.65% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,411 | $3,689-61.7% | $3,262-56.7% | $4,761-70.4% |
| Participant deferral / active EE | $2,728 | $4,348-37.3% | $3,963-31.2% | $5,982-54.4% |
| Admin fee / account holder | $138 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |