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 | $49,726 | $149,679-66.8% | $117,039-57.5% | $147,584-66.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 19.13% | 19.31%-0.2pp | 18.95%+0.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,378 | $4,937-72.1% | $3,785-63.6% | $4,876-71.7% |
| Participant deferral / active EE | $4,616 | $4,912-6.0% | $3,929+17.5% | $5,439-15.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |