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 | $66,594 | $159,901-58.4% | $146,958-54.7% | $145,922-54.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,130 | $5,286-59.7% | $4,933-56.8% | $4,660-54.3% |
| Participant deferral / active EE | $7,984 | $8,428-5.3% | $8,070-1.1% | $6,688+19.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |