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 | $58,198 | $176,056-66.9% | $159,436-63.5% | $167,490-65.3% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 18.85% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,031 | $5,297-61.7% | $4,829-57.9% | $4,837-58.0% |
| Participant deferral / active EE | $3,901 | $7,750-49.7% | $7,352-46.9% | $6,341-38.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |