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 | $51,157 | $58,208-12.1% | $81,812-37.5% | $80,856-36.7% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 21.21% | 41.66%-20.4pp | 773.79%-752.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,038 | $2,340-12.9% | $2,912-30.0% | $2,755-26.0% |
| Participant deferral / active EE | $5,891 | $3,281+79.5% | $4,319+36.4% | $4,296+37.1% |
| Admin fee / account holder | $1 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |