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 8-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 | $77,521 | $99,877-22.4% | $84,966-8.8% | $145,922-46.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.98% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,500 | $3,231-53.6% | $2,727-45.0% | $4,660-67.8% |
| Participant deferral / active EE | $15,250 | $5,291+188.2% | $4,519+237.4% | $6,688+128.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |