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 | $52,068 | $99,341-47.6% | $84,750-38.6% | $273,961-81.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 20.87% | 22.93%-2.1pp | 22.78%-1.9pp | 41.45%-20.6pp |
| Employer contribution / active EE | $697 | $4,214-83.5% | $3,574-80.5% | $4,869-85.7% |
| Participant deferral / active EE | $4,248 | $4,269-0.5% | $3,712+14.5% | $5,287-19.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |