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 | $36,758 | $115,770-68.2% | $101,248-63.7% | $158,922-76.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 55.99% | 56.14%-0.1pp | 46.47%+9.5pp | 302.83%-246.8pp |
| Employer contribution / active EE | $4,688 | $4,175+12.3% | $3,660+28.1% | $4,761-1.5% |
| Participant deferral / active EE | $3,046 | $4,957-38.6% | $4,370-30.3% | $5,982-49.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |