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 | $47,965 | $118,450-59.5% | $98,439-51.3% | $139,434-65.6% |
| Participation rate | 59.1% | 77.4%-18.3pp | 75.2%-16.1pp | 80.3%-21.2pp |
| Annual return | 17.29% | 18.94%-1.6pp | 21.16%-3.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $805 | $3,609-77.7% | $3,048-73.6% | $4,751-83.1% |
| Participant deferral / active EE | $3,171 | $5,392-41.2% | $4,738-33.1% | $6,710-52.7% |
| Admin fee / account holder | $5 | $14,026-100.0% | $8,948-99.9% | $11,403-100.0% |