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 9-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 | $124,964 | $162,781-23.2% | $133,956-6.7% | $158,922-21.4% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 44.03% | 41.94%+2.1pp | 45.09%-1.1pp | 302.83%-258.8pp |
| Employer contribution / active EE | $3,281 | $4,975-34.1% | $3,919-16.3% | $4,761-31.1% |
| Participant deferral / active EE | $5,289 | $5,911-10.5% | $5,048+4.8% | $5,982-11.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |