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 | $44,876 | $183,519-75.5% | $155,509-71.1% | $145,922-69.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 165.89% | 61.17%+104.7pp | 64.67%+101.2pp | 561.29%-395.4pp |
| Employer contribution / active EE | $1,460 | $5,313-72.5% | $4,672-68.8% | $4,660-68.7% |
| Participant deferral / active EE | $6,600 | $6,462+2.1% | $5,626+17.3% | $6,688-1.3% |
| Admin fee / account holder | $41 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |