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 | $51,230 | $154,228-66.8% | $145,433-64.8% | $137,256-62.7% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,245 | $4,804-74.1% | $4,554-72.7% | $4,156-70.1% |
| Participant deferral / active EE | $3,330 | $8,216-59.5% | $7,897-57.8% | $6,407-48.0% |
| Admin fee / account holder | $11 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |