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 | $62,029 | $97,044-36.1% | $83,333-25.6% | $135,375-54.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 238.60% | 12.31%+226.3pp | 10.63%+228.0pp | 519.73%-281.1pp |
| Employer contribution / active EE | $3,299 | $4,143-20.4% | $3,379-2.3% | $4,779-31.0% |
| Participant deferral / active EE | $4,438 | $5,964-25.6% | $5,565-20.2% | $5,609-20.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |