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 | $53,320 | $64,324-17.1% | $118,925-55.2% | $79,858-33.2% |
| Participation rate | 31.3% | 64.9%-33.6pp | 75.4%-44.1pp | 69.6%-38.4pp |
| Annual return | 26.87% | 86.45%-59.6pp | 35.88%-9.0pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,214 | $1,836-33.9% | $3,263-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $1,882 | $2,824-33.3% | $4,265-55.9% | $3,740-49.7% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |