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 | $18,745 | $176,377-89.4% | $134,143-86.0% | $158,922-88.2% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 24.25% | 63.63%-39.4pp | 36.33%-12.1pp | 302.83%-278.6pp |
| Employer contribution / active EE | $6,040 | $5,040+19.8% | $3,704+63.1% | $4,761+26.9% |
| Participant deferral / active EE | $1,954 | $4,091-52.2% | $3,499-44.2% | $5,982-67.3% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |