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 | $25,012 | $52,279-52.2% | $89,391-72.0% | $79,858-68.7% |
| Participation rate | 59.3% | 57.5%+1.7pp | 68.0%-8.7pp | 69.6%-10.4pp |
| Annual return | 20.12% | 22.16%-2.0pp | 245.62%-225.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,888 | $1,572+20.1% | $2,586-27.0% | $2,471-23.6% |
| Participant deferral / active EE | $4,557 | $2,740+66.3% | $3,890+17.1% | $3,740+21.8% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |