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 | $46,612 | $106,584-56.3% | $101,326-54.0% | $142,382-67.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 16.68% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,874 | $3,956-27.4% | $3,665-21.6% | $4,299-33.2% |
| Participant deferral / active EE | $2,874 | $8,297-65.4% | $7,994-64.1% | $6,507-55.8% |
| Admin fee / account holder | $116 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |