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 | $85,360 | $103,949-17.9% | $69,182+23.4% | $273,961-68.8% |
| Participation rate | 15.0% | 67.4%-52.4pp | 55.1%-40.1pp | 83.0%-68.0pp |
| Annual return | 17.90% | 35.28%-17.4pp | -21.93%+39.8pp | 41.45%-23.6pp |
| Employer contribution / active EE | $947 | $1,783-46.9% | $1,206-21.5% | $4,869-80.5% |
| Participant deferral / active EE | $1,458 | $2,716-46.3% | $1,897-23.2% | $5,287-72.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |