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 | $96,840 | $165,335-41.4% | $149,696-35.3% | $158,922-39.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 30.07% | 348.15%-318.1pp | 276.60%-246.5pp | 302.83%-272.8pp |
| Employer contribution / active EE | $17,518 | $5,103+243.3% | $4,644+277.2% | $4,761+267.9% |
| Participant deferral / active EE | $10,880 | $7,181+51.5% | $6,842+59.0% | $5,982+81.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |