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 | $19,022 | $106,515-82.1% | $96,683-80.3% | $139,434-86.4% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 34.29% | 38.43%-4.1pp | 35.69%-1.4pp | 372.94%-338.7pp |
| Employer contribution / active EE | $2,141 | $4,103-47.8% | $3,737-42.7% | $4,751-54.9% |
| Participant deferral / active EE | $5,351 | $5,454-1.9% | $4,878+9.7% | $6,710-20.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |