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 3-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 | $46,453 | $154,365-69.9% | $130,231-64.3% | $139,434-66.7% |
| Participation rate | 44.4% | 79.9%-35.5pp | 76.3%-31.8pp | 80.3%-35.9pp |
| Annual return | 33.46% | 30.34%+3.1pp | 38.77%-5.3pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,913 | $5,170-43.7% | $4,126-29.4% | $4,751-38.7% |
| Participant deferral / active EE | $7,589 | $8,498-10.7% | $6,799+11.6% | $6,710+13.1% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |