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 | $69,016 | $140,940-51.0% | $112,229-38.5% | $139,434-50.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 24.66% | 32.71%-8.0pp | 30.20%-5.5pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,667 | $4,283-37.7% | $3,430-22.2% | $4,751-43.9% |
| Participant deferral / active EE | $8,373 | $5,874+42.5% | $4,798+74.5% | $6,710+24.8% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |