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 4-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 | $37,442 | $154,365-75.7% | $130,231-71.2% | $139,434-73.1% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 40.52% | 30.34%+10.2pp | 38.77%+1.8pp | 372.94%-332.4pp |
| Employer contribution / active EE | $2,771 | $5,170-46.4% | $4,126-32.8% | $4,751-41.7% |
| Participant deferral / active EE | $10,168 | $8,498+19.6% | $6,799+49.6% | $6,710+51.5% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |