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 | $31,746 | $118,450-73.2% | $98,439-67.8% | $139,434-77.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 25.23% | 18.94%+6.3pp | 21.16%+4.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,727 | $3,609-52.2% | $3,048-43.4% | $4,751-63.7% |
| Participant deferral / active EE | $5,646 | $5,392+4.7% | $4,738+19.2% | $6,710-15.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |