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 4-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 | $60,434 | $172,111-64.9% | $150,298-59.8% | $137,256-56.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 19.59% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,304 | $4,636-71.9% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $5,792 | $6,166-6.1% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |