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 5-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 | $51,401 | $114,381-55.1% | $107,525-52.2% | $142,382-63.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 20.11% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,416 | $4,015-39.8% | $3,754-35.6% | $4,299-43.8% |
| Participant deferral / active EE | $5,712 | $5,564+2.7% | $5,116+11.7% | $6,507-12.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |