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 9-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 | $93,234 | $127,386-26.8% | $115,037-19.0% | $125,391-25.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.38% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,609 | $5,166-68.9% | $4,608-65.1% | $4,866-66.9% |
| Participant deferral / active EE | $3,511 | $6,423-45.3% | $6,026-41.7% | $5,352-34.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |