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 | $147,834 | $209,336-29.4% | $197,124-25.0% | $137,256+7.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.07% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,400 | $6,591-78.8% | $6,227-77.5% | $4,156-66.3% |
| Participant deferral / active EE | $4,325 | $9,614-55.0% | $9,135-52.7% | $6,407-32.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |