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 | $27,102 | $169,032-84.0% | $129,207-79.0% | $145,922-81.4% |
| Participation rate | 56.5% | 76.4%-19.9pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 18.24% | 14330.11%-14311.9pp | 9417.33%-9399.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,898 | $5,537-65.7% | $4,153-54.3% | $4,660-59.3% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,168+22.0% | $6,688-24.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |