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 | $65,591 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.46% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,450 | $4,961-70.8% | $4,693-69.1% | $4,299-66.3% |
| Participant deferral / active EE | $7,379 | $8,310-11.2% | $7,997-7.7% | $6,507+13.4% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |