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 | $33,869 | $105,931-68.0% | $81,930-58.7% | $158,922-78.7% |
| Participation rate | 30.8% | 75.6%-44.8pp | 72.0%-41.2pp | 82.0%-51.2pp |
| Annual return | 13.31% | 38.17%-24.9pp | 29.49%-16.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,475 | $7,800-81.1% | $4,310-65.8% | $4,761-69.0% |
| Participant deferral / active EE | $3,454 | $13,003-73.4% | $7,107-51.4% | $5,982-42.3% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |