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 | $70,317 | $73,933-4.9% | $96,683-27.3% | $75,163-6.4% |
| Participation rate | 22.7% | 66.4%-43.7pp | 74.3%-51.6pp | 67.2%-44.5pp |
| Annual return | 21.82% | 26.70%-4.9pp | 35.69%-13.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $924 | $2,928-68.5% | $3,737-75.3% | $2,670-65.4% |
| Participant deferral / active EE | $2,265 | $3,659-38.1% | $4,878-53.6% | $4,125-45.1% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |