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 | $28,985 | $154,117-81.2% | $129,995-77.7% | $139,434-79.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 15.50% | 32.48%-17.0pp | -137.18%+152.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,355 | $5,289-55.5% | $4,320-45.5% | $4,751-50.4% |
| Participant deferral / active EE | $5,794 | $6,710-13.7% | $5,820-0.5% | $6,710-13.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |