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 | $91,395 | $209,411-56.4% | $178,490-48.8% | $158,922-42.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.91% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,622 | $5,706-54.0% | $5,011-47.7% | $4,761-44.9% |
| Participant deferral / active EE | $2,622 | $5,954-56.0% | $5,202-49.6% | $5,982-56.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |