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 | $106,929 | $202,432-47.2% | $169,368-36.9% | $139,434-23.3% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 24.66% | 531.74%-507.1pp | 405.60%-380.9pp | 372.94%-348.3pp |
| Employer contribution / active EE | $954 | $4,692-79.7% | $4,013-76.2% | $4,751-79.9% |
| Participant deferral / active EE | $3,500 | $6,938-49.6% | $6,221-43.7% | $6,710-47.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |