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 | $43,044 | $111,754-61.5% | $103,333-58.3% | $145,922-70.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.24% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,075 | $4,212-50.7% | $3,868-46.4% | $4,660-55.5% |
| Participant deferral / active EE | $2,591 | $5,619-53.9% | $5,057-48.8% | $6,688-61.3% |
| Admin fee / account holder | $273 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |