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 | $53,696 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 19.11% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,035 | $5,856-65.3% | $5,143-60.4% | $4,762-57.3% |
| Participant deferral / active EE | $8,776 | $5,948+47.6% | $5,198+68.9% | $5,850+50.0% |
| Admin fee / account holder | $92 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |