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 | $77,000 | $77,899-1.2% | $149,673-48.6% | $75,163+2.4% |
| Participation rate | 26.8% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.4pp |
| Annual return | 20.78% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $923 | $3,137-70.6% | $4,818-80.8% | $2,670-65.4% |
| Participant deferral / active EE | $2,529 | $3,411-25.8% | $5,680-55.5% | $4,125-38.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |