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 6-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 | $36,458 | $165,335-77.9% | $149,696-75.6% | $158,922-77.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 46.50% | 348.15%-301.6pp | 276.60%-230.1pp | 302.83%-256.3pp |
| Employer contribution / active EE | $6,567 | $5,103+28.7% | $4,644+41.4% | $4,761+37.9% |
| Participant deferral / active EE | $7,424 | $7,181+3.4% | $6,842+8.5% | $5,982+24.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |