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 | $40,715 | $102,966-60.5% | $90,281-54.9% | $152,861-73.4% |
| Participation rate | 41.2% | 75.9%-34.7pp | 73.3%-32.1pp | 82.4%-41.3pp |
| Annual return | 22.53% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,458 | $3,139-53.6% | $2,854-48.9% | $4,762-69.4% |
| Participant deferral / active EE | $2,463 | $4,281-42.5% | $3,885-36.6% | $5,850-57.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |