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 | $71,542 | $115,882-38.3% | $100,516-28.8% | $158,922-55.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 29.06% | 34.79%-5.7pp | 30.89%-1.8pp | 302.83%-273.8pp |
| Employer contribution / active EE | $2,332 | $4,103-43.2% | $3,418-31.8% | $4,761-51.0% |
| Participant deferral / active EE | $15,167 | $6,674+127.2% | $6,270+141.9% | $5,982+153.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |