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 | $39,313 | $105,126-62.6% | $94,646-58.5% | $139,434-71.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 42.48% | 38.03%+4.4pp | 156.71%-114.2pp | 372.94%-330.5pp |
| Employer contribution / active EE | $2,721 | $4,106-33.7% | $3,672-25.9% | $4,751-42.7% |
| Participant deferral / active EE | $8,647 | $7,599+13.8% | $7,418+16.6% | $6,710+28.9% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |