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 | $89,286 | $159,901-44.2% | $146,958-39.2% | $145,922-38.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 24.38% | 98.13%-73.8pp | 418.34%-394.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $3,375 | $5,286-36.1% | $4,933-31.6% | $4,660-27.6% |
| Participant deferral / active EE | $9,045 | $8,428+7.3% | $8,070+12.1% | $6,688+35.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |