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 | $42,503 | $63,819-33.4% | $57,736-26.4% | $139,434-69.5% |
| Participation rate | 40.0% | 65.7%-25.7pp | 64.8%-24.8pp | 80.3%-40.3pp |
| Annual return | 23.67% | 27.50%-3.8pp | 43.59%-19.9pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,668 | $2,754-3.2% | $2,452+8.8% | $4,751-43.9% |
| Participant deferral / active EE | $7,755 | $5,353+44.9% | $4,672+66.0% | $6,710+15.6% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,403-100.0% |