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 | $69,060 | $214,378-67.8% | $200,582-65.6% | $142,382-51.5% |
| Participation rate | 69.6% | 87.4%-17.9pp | 86.9%-17.3pp | 80.1%-10.6pp |
| Annual return | 18.81% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,581 | $6,841-62.3% | $6,419-59.8% | $4,299-40.0% |
| Participant deferral / active EE | $3,675 | $9,865-62.7% | $9,331-60.6% | $6,507-43.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |