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 | $87,637 | $103,949-15.7% | $69,182+26.7% | $273,961-68.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 8.28% | 35.28%-27.0pp | -21.93%+30.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,742 | $1,783+53.8% | $1,206+127.3% | $4,869-43.7% |
| Participant deferral / active EE | $4,777 | $2,716+75.8% | $1,897+151.8% | $5,287-9.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |