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 6-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 | $139,146 | $165,984-16.2% | $164,813-15.6% | $145,922-4.6% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 21.45% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,700 | $5,273-48.8% | $4,341-37.8% | $4,660-42.0% |
| Participant deferral / active EE | $4,398 | $6,959-36.8% | $6,031-27.1% | $6,688-34.2% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |