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 | $68,529 | $157,256-56.4% | $141,162-51.5% | $152,861-55.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 28.87% | 64.32%-35.5pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,291 | $5,261-56.5% | $4,735-51.6% | $4,762-51.9% |
| Participant deferral / active EE | $12,667 | $7,109+78.2% | $6,709+88.8% | $5,850+116.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |