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 | $82,171 | $111,754-26.5% | $103,333-20.5% | $145,922-43.7% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 14.33% | 24.77%-10.4pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $889 | $4,212-78.9% | $3,868-77.0% | $4,660-80.9% |
| Participant deferral / active EE | $5,797 | $5,619+3.2% | $5,057+14.6% | $6,688-13.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |