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 | $64,587 | $153,772-58.0% | $133,980-51.8% | $273,961-76.4% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 22.90% | 36.51%-13.6pp | 29.30%-6.4pp | 41.45%-18.6pp |
| Employer contribution / active EE | $2,596 | $6,029-56.9% | $5,211-50.2% | $4,869-46.7% |
| Participant deferral / active EE | $7,580 | $6,958+8.9% | $6,282+20.7% | $5,287+43.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |