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 | $73,936 | $165,984-55.5% | $164,813-55.1% | $145,922-49.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.47% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,499 | $5,273-52.6% | $4,341-42.4% | $4,660-46.4% |
| Participant deferral / active EE | $9,991 | $6,959+43.6% | $6,031+65.7% | $6,688+49.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |