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 7-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 | $35,975 | $165,335-78.2% | $149,696-76.0% | $158,922-77.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 31.66% | 348.15%-316.5pp | 276.60%-244.9pp | 302.83%-271.2pp |
| Employer contribution / active EE | $13,746 | $5,103+169.4% | $4,644+196.0% | $4,761+188.7% |
| Participant deferral / active EE | $7,453 | $7,181+3.8% | $6,842+8.9% | $5,982+24.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |