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 | $31,433 | $131,829-76.2% | $108,579-71.1% | $273,961-88.5% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 18.09% | -91.57%+109.7pp | -51.70%+69.8pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,070 | $4,912-57.9% | $3,758-44.9% | $4,869-57.5% |
| Participant deferral / active EE | $6,715 | $5,127+31.0% | $4,311+55.8% | $5,287+27.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |