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 8-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 | $20,470 | $176,662-88.4% | $130,648-84.3% | $152,861-86.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 6.36% | 2692.24%-2685.9pp | 1708.96%-1702.6pp | 345.32%-339.0pp |
| Employer contribution / active EE | $1,057 | $5,742-81.6% | $4,092-74.2% | $4,762-77.8% |
| Participant deferral / active EE | $1,000 | $4,361-77.1% | $3,603-72.2% | $5,850-82.9% |
| Admin fee / account holder | $1 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |