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 | $68,832 | $109,327-37.0% | $89,391-23.0% | $158,922-56.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 14.39% | 345.68%-331.3pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $967 | $3,170-69.5% | $2,586-62.6% | $4,761-79.7% |
| Participant deferral / active EE | $3,094 | $4,598-32.7% | $3,890-20.5% | $5,982-48.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |