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 | $44,504 | $109,817-59.5% | $98,442-54.8% | $167,490-73.4% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 16.18% | 1956.69%-1940.5pp | 1492.73%-1476.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,981 | $3,224-38.5% | $2,960-33.1% | $4,837-59.0% |
| Participant deferral / active EE | $3,676 | $4,673-21.3% | $4,276-14.0% | $6,341-42.0% |
| Admin fee / account holder | $17 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |