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 | $80,945 | $114,381-29.2% | $107,525-24.7% | $142,382-43.1% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 14.52% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $930 | $4,015-76.8% | $3,754-75.2% | $4,299-78.4% |
| Participant deferral / active EE | $1,861 | $5,564-66.6% | $5,116-63.6% | $6,507-71.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |