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 | $87,221 | $148,534-41.3% | $135,903-35.8% | $139,434-37.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.44% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,480 | $5,243-71.8% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $7,673 | $8,100-5.3% | $7,758-1.1% | $6,710+14.4% |
| Admin fee / account holder | $80 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |