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 | $79,256 | $148,534-46.6% | $135,903-41.7% | $139,434-43.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.03% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,817 | $5,243-46.3% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $8,835 | $8,100+9.1% | $7,758+13.9% | $6,710+31.7% |
| Admin fee / account holder | $100 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |