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 | $62,219 | $148,534-58.1% | $135,903-54.2% | $139,434-55.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.99% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,581 | $8,100-68.1% | $7,758-66.7% | $6,710-61.5% |
| Admin fee / account holder | $32 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |