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 10-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 | $24,197 | $135,952-82.2% | $123,892-80.5% | $273,961-91.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 19.19% | 56.63%-37.4pp | 47.52%-28.3pp | 41.45%-22.3pp |
| Employer contribution / active EE | $1,469 | $5,170-71.6% | $4,617-68.2% | $4,869-69.8% |
| Participant deferral / active EE | $6,874 | $6,343+8.4% | $5,984+14.9% | $5,287+30.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |