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 8-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 | $20,183 | $107,334-81.2% | $92,893-78.3% | $152,861-86.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 29.54% | 145.58%-116.0pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,187 | $4,221-71.9% | $3,653-67.5% | $4,762-75.1% |
| Participant deferral / active EE | $5,225 | $4,845+7.8% | $4,236+23.3% | $5,850-10.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |