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 | $50,438 | $113,339-55.5% | $94,993-46.9% | $147,584-65.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 6.79% | 20.77%-14.0pp | 27.12%-20.3pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,207 | $3,160-61.8% | $2,603-53.6% | $4,876-75.3% |
| Participant deferral / active EE | $3,557 | $3,777-5.8% | $3,317+7.2% | $5,439-34.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |