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 7-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 | $87,416 | $177,572-50.8% | $154,803-43.5% | $142,382-38.6% |
| Participation rate | 38.9% | 82.1%-43.2pp | 78.1%-39.2pp | 80.1%-41.2pp |
| Annual return | 23.73% | 65.07%-41.3pp | 58.88%-35.2pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,471 | $4,810-7.1% | $4,305+3.8% | $4,299+4.0% |
| Participant deferral / active EE | $5,878 | $6,272-6.3% | $5,540+6.1% | $6,507-9.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |