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 | $59,580 | $110,257-46.0% | $96,544-38.3% | $139,434-57.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 24.43% | 26.32%-1.9pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,278 | $3,620-64.7% | $2,965-56.9% | $4,751-73.1% |
| Participant deferral / active EE | $3,049 | $5,548-45.0% | $4,851-37.1% | $6,710-54.6% |
| Admin fee / account holder | $17 | $11,591-99.9% | $8,252-99.8% | $11,403-99.8% |