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 | $49,220 | $105,630-53.4% | $87,507-43.8% | $273,961-82.0% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 12.37% | 12.25%+0.1pp | 12.21%+0.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $817 | $3,141-74.0% | $2,550-68.0% | $4,869-83.2% |
| Participant deferral / active EE | $2,127 | $3,601-40.9% | $3,149-32.4% | $5,287-59.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |