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 6-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 | $38,052 | $202,432-81.2% | $169,368-77.5% | $139,434-72.7% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 25.29% | 531.74%-506.5pp | 405.60%-380.3pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,521 | $4,692-67.6% | $4,013-62.1% | $4,751-68.0% |
| Participant deferral / active EE | $4,111 | $6,938-40.8% | $6,221-33.9% | $6,710-38.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |