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 | $162,119 | $108,172+49.9% | $77,482+109.2% | $158,922+2.0% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 21.94% | 31.67%-9.7pp | 54.79%-32.8pp | 302.83%-280.9pp |
| Employer contribution / active EE | $278 | $1,325-79.0% | $986-71.8% | $4,761-94.2% |
| Participant deferral / active EE | $278 | $2,456-88.7% | $1,861-85.0% | $5,982-95.3% |
| Admin fee / account holder | $1 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |