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 9-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 | $29,683 | $98,750-69.9% | $149,696-80.2% | $79,858-62.8% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.8pp |
| Annual return | 27.25% | 27.43%-0.2pp | 276.60%-249.3pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,913 | $3,216-9.4% | $4,644-37.3% | $2,471+17.9% |
| Participant deferral / active EE | $5,230 | $5,680-7.9% | $6,842-23.6% | $3,740+39.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |