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 | $80,256 | $88,707-9.5% | $74,183+8.2% | $273,961-70.7% |
| Participation rate | 12.5% | 79.4%-66.9pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 11.86% | 11.94%-0.1pp | 17.74%-5.9pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,000 | $3,159-68.3% | $2,370-57.8% | $4,869-79.5% |
| Participant deferral / active EE | $2,250 | $4,212-46.6% | $3,550-36.6% | $5,287-57.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |