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 | $52,729 | $228,332-76.9% | $185,823-71.6% | $158,922-66.8% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 28.54% | 40.80%-12.3pp | 35.95%-7.4pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,747 | $4,967-64.8% | $4,087-57.3% | $4,761-63.3% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |