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 | $67,492 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-75.4% |
| Participation rate | 16.7% | 74.1%-57.4pp | 68.4%-51.7pp | 83.0%-66.3pp |
| Annual return | 18.14% | 2.55%+15.6pp | 5.24%+12.9pp | 41.45%-23.3pp |
| Employer contribution / active EE | $247 | $2,350-89.5% | $1,844-86.6% | $4,869-94.9% |
| Participant deferral / active EE | $3,000 | $2,962+1.3% | $2,591+15.8% | $5,287-43.3% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |