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 3-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 | $65,503 | $109,881-40.4% | $150,045-56.3% | $84,808-22.8% |
| Participation rate | 44.0% | 76.1%-32.1pp | 82.3%-38.3pp | 68.3%-24.3pp |
| Annual return | 17.95% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,378 | $3,561-61.3% | $4,693-70.6% | $2,631-47.6% |
| Participant deferral / active EE | $3,949 | $6,636-40.5% | $7,997-50.6% | $4,212-6.2% |
| Admin fee / account holder | $3 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |