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 | $63,822 | $185,200-65.5% | $142,863-55.3% | $167,490-61.9% |
| Participation rate | 60.0% | 78.4%-18.4pp | 71.9%-11.9pp | 82.1%-22.1pp |
| Annual return | 15.07% | 8555.70%-8540.6pp | 5637.54%-5622.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,091 | $5,604-80.5% | $4,144-73.7% | $4,837-77.5% |
| Participant deferral / active EE | $2,886 | $4,494-35.8% | $3,837-24.8% | $6,341-54.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |