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 | $30,613 | $190,805-84.0% | $159,960-80.9% | $134,475-77.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -0.20% | 552.23%-552.4pp | 408.60%-408.8pp | 417.96%-418.2pp |
| Employer contribution / active EE | $5,927 | $4,995+18.6% | $4,226+40.3% | $4,740+25.0% |
| Participant deferral / active EE | $12,100 | $6,923+74.8% | $6,182+95.7% | $6,400+89.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |