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 | $86,328 | $197,591-56.3% | $177,821-51.5% | $158,922-45.7% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 18.92% | 58.76%-39.8pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,718 | $6,697-74.3% | $5,918-71.0% | $4,761-63.9% |
| Participant deferral / active EE | $3,465 | $8,405-58.8% | $7,714-55.1% | $5,982-42.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |