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 | $82,938 | $118,680-30.1% | $98,907-16.1% | $158,922-47.8% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 13.20% | 372.35%-359.1pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,515 | $3,333-54.5% | $2,689-43.6% | $4,761-68.2% |
| Participant deferral / active EE | $4,551 | $5,088-10.5% | $4,244+7.2% | $5,982-23.9% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |