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 9-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 | $119,183 | $214,378-44.4% | $200,582-40.6% | $142,382-16.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 19.95% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,249 | $6,841-52.5% | $6,419-49.4% | $4,299-24.4% |
| Participant deferral / active EE | $5,458 | $9,865-44.7% | $9,331-41.5% | $6,507-16.1% |
| Admin fee / account holder | $99 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |