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 | $88,708 | $102,966-13.8% | $90,281-1.7% | $152,861-42.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 13.31% | 95.16%-81.9pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,234 | $3,139-28.8% | $2,854-21.7% | $4,762-53.1% |
| Participant deferral / active EE | $9,016 | $4,281+110.6% | $3,885+132.0% | $5,850+54.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |