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 | $44,273 | $88,710-50.1% | $81,783-45.9% | $145,959-69.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 13.06% | 1027.26%-1014.2pp | 775.05%-762.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,901 | $3,083+91.4% | $2,913+102.6% | $4,661+26.6% |
| Participant deferral / active EE | $3,928 | $4,645-15.4% | $4,320-9.1% | $6,689-41.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |