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 | $80,867 | $126,574-36.1% | $106,213-23.9% | $145,922-44.6% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 10.26% | 224.79%-214.5pp | 116.14%-105.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,065 | $3,730-71.5% | $3,171-66.4% | $4,660-77.2% |
| Participant deferral / active EE | $4,518 | $5,724-21.1% | $5,016-9.9% | $6,688-32.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |