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 | $61,847 | $202,432-69.4% | $169,368-63.5% | $139,434-55.6% |
| Participation rate | 52.6% | 81.1%-28.4pp | 77.1%-24.5pp | 80.3%-27.7pp |
| Annual return | 22.79% | 531.74%-509.0pp | 405.60%-382.8pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,363 | $4,692-71.0% | $4,013-66.0% | $4,751-71.3% |
| Participant deferral / active EE | $4,318 | $6,938-37.8% | $6,221-30.6% | $6,710-35.6% |
| Admin fee / account holder | $123 | $10,708-98.8% | $9,003-98.6% | $11,403-98.9% |