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 | $21,448 | $107,334-80.0% | $92,893-76.9% | $152,861-86.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 30.14% | 145.58%-115.4pp | 109.41%-79.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,977 | $4,221-53.2% | $3,653-45.9% | $4,762-58.5% |
| Participant deferral / active EE | $4,757 | $4,845-1.8% | $4,236+12.3% | $5,850-18.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |