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 | $74,808 | $96,305-22.3% | $80,569-7.2% | $139,434-46.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 13.67% | 1350.08%-1336.4pp | 935.43%-921.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,227 | $3,262-31.7% | $2,723-18.2% | $4,751-53.1% |
| Participant deferral / active EE | $11,156 | $5,232+113.2% | $4,447+150.8% | $6,710+66.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |