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 | $39,944 | $101,618-60.7% | $93,063-57.1% | $137,256-70.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 20.13% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,421 | $2,707-10.6% | $2,476-2.2% | $4,156-41.7% |
| Participant deferral / active EE | $5,273 | $4,279+23.2% | $3,958+33.2% | $6,407-17.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |