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 | $32,648 | $83,337-60.8% | $67,834-51.9% | $273,961-88.1% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 17.08% | 259.45%-242.4pp | 138.47%-121.4pp | 41.45%-24.4pp |
| Employer contribution / active EE | $763 | $3,287-76.8% | $2,403-68.3% | $4,869-84.3% |
| Participant deferral / active EE | $5,686 | $4,088+39.1% | $3,160+79.9% | $5,287+7.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |