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 | $59,608 | $100,773-40.8% | $88,946-33.0% | $142,382-58.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 19.03% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,991 | $2,918-31.8% | $2,555-22.1% | $4,299-53.7% |
| Participant deferral / active EE | $3,235 | $5,230-38.2% | $4,581-29.4% | $6,507-50.3% |
| Admin fee / account holder | $278 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |