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 | $64,628 | $110,257-41.4% | $96,544-33.1% | $139,434-53.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 14.32% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,823 | $3,620-49.6% | $2,965-38.5% | $4,751-61.6% |
| Participant deferral / active EE | $4,336 | $5,548-21.8% | $4,851-10.6% | $6,710-35.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |