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 | $59,292 | $68,346-13.2% | $94,646-37.4% | $75,163-21.1% |
| Participation rate | 64.7% | 76.1%-11.4pp | 80.8%-16.1pp | 67.2%-2.5pp |
| Annual return | 22.43% | 616.93%-594.5pp | 156.71%-134.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,533 | $2,701-6.2% | $3,672-31.0% | $2,670-5.1% |
| Participant deferral / active EE | $6,095 | $6,537-6.8% | $7,418-17.8% | $4,125+47.8% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |