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 | $89,957 | $96,635-6.9% | $86,612+3.9% | $139,434-35.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.97% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,599 | $3,263-20.3% | $3,022-14.0% | $4,751-45.3% |
| Participant deferral / active EE | $8,667 | $4,836+79.2% | $4,438+95.3% | $6,710+29.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |