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 | $31,936 | $154,117-79.3% | $129,995-75.4% | $139,434-77.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 27.54% | 32.48%-4.9pp | -137.18%+164.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,394 | $5,289-54.7% | $4,320-44.6% | $4,751-49.6% |
| Participant deferral / active EE | $8,858 | $6,710+32.0% | $5,820+52.2% | $6,710+32.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |