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 | $64,762 | $110,261-41.3% | $95,745-32.4% | $139,434-53.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.82% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,208 | $3,257-62.9% | $2,835-57.4% | $4,751-74.6% |
| Participant deferral / active EE | $3,850 | $4,676-17.7% | $4,245-9.3% | $6,710-42.6% |
| Admin fee / account holder | $298 | $6,613-95.5% | $5,678-94.8% | $11,403-97.4% |