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 | $26,492 | $99,341-73.3% | $84,750-68.7% | $273,961-90.3% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 18.81% | 22.93%-4.1pp | 22.78%-4.0pp | 41.45%-22.6pp |
| Employer contribution / active EE | $1,780 | $4,214-57.7% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $6,460 | $4,269+51.3% | $3,712+74.0% | $5,287+22.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |