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 | $80,794 | $142,405-43.3% | $115,157-29.8% | $152,861-47.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 25.73% | 41.48%-15.7pp | 35.60%-9.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $8,338 | $4,010+107.9% | $3,179+162.3% | $4,762+75.1% |
| Participant deferral / active EE | $4,359 | $5,164-15.6% | $4,168+4.6% | $5,850-25.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |