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 | $89,724 | $175,202-48.8% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.46% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $8,245 | $5,474+50.6% | $4,818+71.1% | $4,751+73.5% |
| Participant deferral / active EE | $2,196 | $6,519-66.3% | $5,680-61.3% | $6,710-67.3% |
| Admin fee / account holder | $71 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |