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 | $49,824 | $85,766-41.9% | $136,294-63.4% | $70,131-29.0% |
| Participation rate | 18.4% | 74.2%-55.8pp | 81.9%-63.6pp | 69.5%-51.2pp |
| Annual return | 20.78% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,239 | $2,966-58.2% | $4,695-73.6% | $2,342-47.1% |
| Participant deferral / active EE | $3,611 | $5,051-28.5% | $6,247-42.2% | $3,332+8.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |