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 3-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 | $15,890 | $169,032-90.6% | $129,207-87.7% | $145,922-89.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 22.44% | 14330.11%-14307.7pp | 9417.33%-9394.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,533 | $5,537-54.3% | $4,153-39.0% | $4,660-45.6% |
| Participant deferral / active EE | $5,669 | $4,987+13.7% | $4,168+36.0% | $6,688-15.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |