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 | $90,506 | $107,334-15.7% | $92,893-2.6% | $152,861-40.8% |
| Participation rate | 26.1% | 79.8%-53.7pp | 76.0%-49.9pp | 82.4%-56.4pp |
| Annual return | 19.89% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $789 | $4,221-81.3% | $3,653-78.4% | $4,762-83.4% |
| Participant deferral / active EE | $2,404 | $4,845-50.4% | $4,236-43.2% | $5,850-58.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |