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 9-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 | $99,682 | $114,381-12.9% | $107,525-7.3% | $142,382-30.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.96% | 242.71%-218.7pp | 181.32%-157.4pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,327 | $4,015+32.7% | $3,754+41.9% | $4,299+23.9% |
| Participant deferral / active EE | $9,181 | $5,564+65.0% | $5,116+79.5% | $6,507+41.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |