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 | $67,924 | $177,572-61.7% | $154,803-56.1% | $142,382-52.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 18.12% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,415 | $4,810+116.5% | $4,305+141.9% | $4,299+142.3% |
| Participant deferral / active EE | $5,511 | $6,272-12.1% | $5,540-0.5% | $6,507-15.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |