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 | $28,371 | $201,272-85.9% | $184,203-84.6% | $145,922-80.6% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.7pp |
| Annual return | 9.82% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,701 | $7,022-61.5% | $6,427-58.0% | $4,660-42.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |