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 | $74,017 | $228,332-67.6% | $185,823-60.2% | $158,922-53.4% |
| Participation rate | 52.6% | 82.3%-29.7pp | 78.0%-25.4pp | 82.0%-29.3pp |
| Annual return | 18.42% | 40.80%-22.4pp | 35.95%-17.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,019 | $4,967-39.2% | $4,087-26.1% | $4,761-36.6% |
| Participant deferral / active EE | $6,744 | $6,415+5.1% | $5,632+19.7% | $5,982+12.7% |
| Admin fee / account holder | $13 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |