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 | $89,619 | $111,814-19.9% | $103,374-13.3% | $145,959-38.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $927 | $4,214-78.0% | $3,869-76.0% | $4,661-80.1% |
| Participant deferral / active EE | $1,967 | $5,618-65.0% | $5,058-61.1% | $6,689-70.6% |
| Admin fee / account holder | $117 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |