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 5-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 | $75,864 | $159,901-52.6% | $146,958-48.4% | $145,922-48.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 24.26% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,864 | $5,286-26.9% | $4,933-21.7% | $4,660-17.1% |
| Participant deferral / active EE | $6,839 | $8,428-18.9% | $8,070-15.2% | $6,688+2.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |