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 | $85,637 | $117,381-27.0% | $99,443-13.9% | $152,861-44.0% |
| Participation rate | 57.9% | 77.5%-19.6pp | 73.8%-15.9pp | 82.4%-24.6pp |
| Annual return | 21.38% | 31.87%-10.5pp | 30.72%-9.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,018 | $3,013-33.0% | $2,540-20.5% | $4,762-57.6% |
| Participant deferral / active EE | $3,496 | $4,086-14.4% | $3,619-3.4% | $5,850-40.2% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |