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 | $159,150 | $47,848+232.6% | $81,478+95.3% | $70,131+126.9% |
| Participation rate | 10.7% | 58.3%-47.6pp | 68.0%-57.2pp | 69.5%-58.8pp |
| Annual return | 13.42% | 27.25%-13.8pp | 38.78%-25.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $333 | $1,527-78.2% | $2,568-87.0% | $2,342-85.8% |
| Participant deferral / active EE | $1,005 | $2,453-59.0% | $3,537-71.6% | $3,332-69.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |