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 | $65,638 | $201,272-67.4% | $184,203-64.4% | $145,922-55.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.48% | 29.00%-7.5pp | 28.81%-7.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,318 | $7,022-67.0% | $6,427-63.9% | $4,660-50.3% |
| Participant deferral / active EE | $6,840 | $9,806-30.2% | $9,131-25.1% | $6,688+2.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |