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 | $33,210 | $77,419-57.1% | $69,455-52.2% | $152,861-78.3% |
| Participation rate | 63.6% | 78.1%-14.5pp | 74.6%-11.0pp | 82.4%-18.8pp |
| Annual return | 19.60% | 39.06%-19.5pp | 28.97%-9.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,490 | $3,315-24.9% | $2,779-10.4% | $4,762-47.7% |
| Participant deferral / active EE | $4,651 | $4,414+5.4% | $3,535+31.5% | $5,850-20.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |