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 | $47,313 | $162,781-70.9% | $133,956-64.7% | $158,922-70.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.66% | 41.94%-23.3pp | 45.09%-26.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,548 | $4,975-68.9% | $3,919-60.5% | $4,761-67.5% |
| Participant deferral / active EE | $4,659 | $5,911-21.2% | $5,048-7.7% | $5,982-22.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |