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 | $27,440 | $118,680-76.9% | $98,907-72.3% | $158,922-82.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 17.42% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $834 | $3,333-75.0% | $2,689-69.0% | $4,761-82.5% |
| Participant deferral / active EE | $5,286 | $5,088+3.9% | $4,244+24.5% | $5,982-11.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |