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 4-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 | $48,505 | $201,272-75.9% | $184,203-73.7% | $145,922-66.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 27.72% | 29.00%-1.3pp | 28.81%-1.1pp | 561.29%-533.6pp |
| Employer contribution / active EE | $4,747 | $7,022-32.4% | $6,427-26.1% | $4,660+1.9% |
| Participant deferral / active EE | $11,133 | $9,806+13.5% | $9,131+21.9% | $6,688+66.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |