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 | $50,653 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 23.70% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,417 | $4,804-28.9% | $4,554-25.0% | $4,156-17.8% |
| Participant deferral / active EE | $6,577 | $8,216-20.0% | $7,897-16.7% | $6,407+2.7% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |