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 | $108,722 | $162,781-33.2% | $133,956-18.8% | $158,922-31.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.70% | 41.94%-28.2pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,257 | $4,975-74.7% | $3,919-67.9% | $4,761-73.6% |
| Participant deferral / active EE | $4,813 | $5,911-18.6% | $5,048-4.7% | $5,982-19.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |