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 10-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 | $41,530 | $138,065-69.9% | $123,544-66.4% | $135,375-69.3% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.85% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $6,516 | $5,151+26.5% | $4,628+40.8% | $4,779+36.4% |
| Participant deferral / active EE | $4,825 | $6,799-29.0% | $6,426-24.9% | $5,609-14.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |