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 9-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 | $92,433 | $117,983-21.7% | $101,794-9.2% | $142,382-35.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 19.91% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,006 | $2,773-63.7% | $2,289-56.1% | $4,299-76.6% |
| Participant deferral / active EE | $2,646 | $4,714-43.9% | $4,084-35.2% | $6,507-59.3% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |