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 | $69,741 | $110,257-36.7% | $96,544-27.8% | $139,434-50.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 20.24% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,592 | $3,620-28.4% | $2,965-12.6% | $4,751-45.4% |
| Participant deferral / active EE | $4,670 | $5,548-15.8% | $4,851-3.7% | $6,710-30.4% |
| Admin fee / account holder | $204 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |