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 | $55,233 | $124,319-55.6% | $111,297-50.4% | $167,490-67.0% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 15.38% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $917 | $3,435-73.3% | $2,731-66.4% | $4,837-81.0% |
| Participant deferral / active EE | $2,679 | $5,180-48.3% | $4,487-40.3% | $6,341-57.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |