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 10-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 | $80,951 | $106,890-24.3% | $84,015-3.6% | $152,861-47.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 18.25% | 104.99%-86.7pp | 71.31%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $493 | $2,734-82.0% | $1,983-75.1% | $4,762-89.6% |
| Participant deferral / active EE | $2,741 | $4,011-31.7% | $3,239-15.4% | $5,850-53.1% |
| Admin fee / account holder | $3 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |