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 | $107,154 | $176,056-39.1% | $159,436-32.8% | $167,490-36.0% |
| Participation rate | 30.4% | 84.9%-54.5pp | 82.8%-52.4pp | 82.1%-51.7pp |
| Annual return | 20.99% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,084 | $5,297-60.7% | $4,829-56.8% | $4,837-56.9% |
| Participant deferral / active EE | $6,970 | $7,750-10.1% | $7,352-5.2% | $6,341+9.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |