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 | $67,180 | $183,519-63.4% | $155,509-56.8% | $145,922-54.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.89% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,629 | $5,313-69.3% | $4,672-65.1% | $4,660-65.0% |
| Participant deferral / active EE | $2,026 | $6,462-68.7% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |