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 | $66,230 | $177,572-62.7% | $154,803-57.2% | $142,382-53.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 20.09% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $12,312 | $4,810+155.9% | $4,305+186.0% | $4,299+186.4% |
| Participant deferral / active EE | $15,788 | $6,272+151.7% | $5,540+184.9% | $6,507+142.6% |
| Admin fee / account holder | $57 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |