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 4-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 | $58,922 | $100,773-41.5% | $88,946-33.8% | $142,382-58.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 13.79% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,549 | $2,918+90.2% | $2,555+117.2% | $4,299+29.1% |
| Participant deferral / active EE | $9,667 | $5,230+84.8% | $4,581+111.0% | $6,507+48.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |