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 | $85,718 | $106,115-19.2% | $85,969-0.3% | $125,391-31.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 76.5%-26.5pp | 83.2%-33.2pp |
| Annual return | 2.81% | 13.93%-11.1pp | 9.32%-6.5pp | 282.22%-279.4pp |
| Employer contribution / active EE | $1,771 | $4,537-61.0% | $3,474-49.0% | $4,866-63.6% |
| Participant deferral / active EE | $8,854 | $4,859+82.2% | $3,829+131.2% | $5,352+65.5% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |