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 | $88,174 | $74,927+17.7% | $101,794-13.4% | $84,808+4.0% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.2%-14.3pp | 68.3%-13.5pp |
| Annual return | 20.66% | 18.70%+2.0pp | 30.53%-9.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,186 | $1,522+43.7% | $2,289-4.5% | $2,631-16.9% |
| Participant deferral / active EE | $3,622 | $3,099+16.9% | $4,084-11.3% | $4,212-14.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |