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 6-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 | $95,650 | $111,814-14.5% | $93,654+2.1% | $145,959-34.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 8.84% | 203.30%-194.5pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $783 | $3,092-74.7% | $2,421-67.7% | $4,661-83.2% |
| Participant deferral / active EE | $3,537 | $4,914-28.0% | $4,413-19.8% | $6,689-47.1% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |