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 | $55,471 | $106,749-48.0% | $145,433-61.9% | $82,448-32.7% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 18.20% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,667 | $3,444-22.6% | $4,554-41.4% | $2,551+4.6% |
| Participant deferral / active EE | $6,468 | $6,519-0.8% | $7,897-18.1% | $4,139+56.3% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |