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 7-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 | $67,221 | $227,553-70.5% | $189,557-64.5% | $167,490-59.9% |
| Participation rate | 22.2% | 82.5%-60.3pp | 78.4%-56.2pp | 82.1%-59.9pp |
| Annual return | 23.65% | 78.40%-54.7pp | 64.17%-40.5pp | 478.56%-454.9pp |
| Employer contribution / active EE | $689 | $5,316-87.0% | $4,412-84.4% | $4,837-85.8% |
| Participant deferral / active EE | $3,028 | $7,002-56.8% | $6,174-51.0% | $6,341-52.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |