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 | $104,974-61.9% | $95,585-58.2% | $142,382-71.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 20.13% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,421 | $2,779-12.9% | $2,527-4.2% | $4,299-43.7% |
| Participant deferral / active EE | $5,273 | $4,352+21.2% | $4,023+31.1% | $6,507-19.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |