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 | $79,626 | $107,334-25.8% | $92,893-14.3% | $152,861-47.9% |
| Participation rate | 30.4% | 79.8%-49.4pp | 76.0%-45.6pp | 82.4%-52.0pp |
| Annual return | 22.52% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,234 | $4,221-70.8% | $3,653-66.2% | $4,762-74.1% |
| Participant deferral / active EE | $1,991 | $4,845-58.9% | $4,236-53.0% | $5,850-66.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |