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 | $87,433 | $103,376-15.4% | $87,100+0.4% | $152,861-42.8% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 20.81% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,577 | $3,220-20.0% | $2,521+2.2% | $4,762-45.9% |
| Participant deferral / active EE | $3,873 | $4,778-18.9% | $4,049-4.3% | $5,850-33.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |