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 | $58,669 | $93,346-37.1% | $71,796-18.3% | $273,961-78.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 8.96% | 130.39%-121.4pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,496 | $2,733-8.7% | $1,924+29.7% | $4,869-48.7% |
| Participant deferral / active EE | $6,760 | $3,475+94.5% | $2,794+141.9% | $5,287+27.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |