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 | $80,093 | $77,419+3.5% | $69,455+15.3% | $152,861-47.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 64.88% | 39.06%+25.8pp | 28.97%+35.9pp | 345.32%-280.4pp |
| Employer contribution / active EE | $17,575 | $3,315+430.1% | $2,779+532.4% | $4,762+269.0% |
| Participant deferral / active EE | $9,000 | $4,414+103.9% | $3,535+154.6% | $5,850+53.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |