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 9-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 | $95,255 | $152,587-37.6% | $125,175-23.9% | $152,861-37.7% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 19.67% | 54.84%-35.2pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,339 | $4,946-52.7% | $3,865-39.5% | $4,762-50.9% |
| Participant deferral / active EE | $4,563 | $5,868-22.2% | $4,937-7.6% | $5,850-22.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |