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 | $96,297 | $117,381-18.0% | $99,443-3.2% | $152,861-37.0% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.4%-65.8pp |
| Annual return | 25.02% | 31.87%-6.8pp | 30.72%-5.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $492 | $3,013-83.7% | $2,540-80.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,527 | $4,086-62.6% | $3,619-57.8% | $5,850-73.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |