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 | $86,539 | $106,515-18.8% | $96,683-10.5% | $139,434-37.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 16.90% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $891 | $4,103-78.3% | $3,737-76.2% | $4,751-81.3% |
| Participant deferral / active EE | $5,250 | $5,454-3.7% | $4,878+7.6% | $6,710-21.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |