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 | $48,401 | $154,117-68.6% | $129,995-62.8% | $139,434-65.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 22.48% | 32.48%-10.0pp | -137.18%+159.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $8,737 | $5,289+65.2% | $4,320+102.3% | $4,751+83.9% |
| Participant deferral / active EE | $8,071 | $6,710+20.3% | $5,820+38.7% | $6,710+20.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |