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 6-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 | $39,674 | $232,540-82.9% | $185,117-78.6% | $147,584-73.1% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 14.65% | 43.03%-28.4pp | 40.50%-25.8pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,089 | $5,195-79.0% | $4,182-74.0% | $4,876-77.7% |
| Participant deferral / active EE | $2,088 | $5,834-64.2% | $5,045-58.6% | $5,439-61.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |