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 | $44,474 | $168,632-73.6% | $147,614-69.9% | $125,391-64.5% |
| Participation rate | 56.3% | 88.8%-32.5pp | 84.6%-28.4pp | 83.2%-26.9pp |
| Annual return | 5.20% | 77.65%-72.4pp | 61.98%-56.8pp | 282.22%-277.0pp |
| Employer contribution / active EE | $1,355 | $6,252-78.3% | $5,564-75.6% | $4,866-72.1% |
| Participant deferral / active EE | $2,728 | $5,507-50.5% | $4,895-44.3% | $5,352-49.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |