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 | $110,721 | $100,773+9.9% | $88,946+24.5% | $142,382-22.2% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.8%-52.2pp | 80.1%-63.5pp |
| Annual return | 14.81% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $800 | $2,918-72.6% | $2,555-68.7% | $4,299-81.4% |
| Participant deferral / active EE | $1,064 | $5,230-79.7% | $4,581-76.8% | $6,507-83.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |