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 | $29,471 | $115,770-74.5% | $101,248-70.9% | $158,922-81.5% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 18.50% | 56.14%-37.6pp | 46.47%-28.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $918 | $4,175-78.0% | $3,660-74.9% | $4,761-80.7% |
| Participant deferral / active EE | $4,766 | $4,957-3.9% | $4,370+9.1% | $5,982-20.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |