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 6-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 | $66,791 | $183,519-63.6% | $155,509-57.0% | $145,922-54.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 22.77% | 61.17%-38.4pp | 64.67%-41.9pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,584 | $5,313-70.2% | $4,672-66.1% | $4,660-66.0% |
| Participant deferral / active EE | $6,040 | $6,462-6.5% | $5,626+7.4% | $6,688-9.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |