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 10-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 | $12,352 | $169,032-92.7% | $129,207-90.4% | $145,922-91.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 21.95% | 14330.11%-14308.2pp | 9417.33%-9395.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,201 | $5,537-6.1% | $4,153+25.2% | $4,660+11.6% |
| Participant deferral / active EE | $1,397 | $4,987-72.0% | $4,168-66.5% | $6,688-79.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |