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 8-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 | $94,873 | $89,753+5.7% | $107,525-11.8% | $84,808+11.9% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 19.00% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,086 | $3,113-33.0% | $3,754-44.4% | $2,631-20.7% |
| Participant deferral / active EE | $5,800 | $4,056+43.0% | $5,116+13.4% | $4,212+37.7% |
| Admin fee / account holder | $17 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |