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 | $51,394 | $177,572-71.1% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 79.80% | 65.07%+14.7pp | 58.88%+20.9pp | 217.08%-137.3pp |
| Employer contribution / active EE | $4,485 | $4,810-6.8% | $4,305+4.2% | $4,299+4.3% |
| Participant deferral / active EE | $5,959 | $6,272-5.0% | $5,540+7.5% | $6,507-8.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |