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 | $41,526 | $165,912-75.0% | $122,332-66.1% | $147,584-71.9% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 13.32% | 34.55%-21.2pp | 30.27%-16.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $246 | $5,754-95.7% | $4,050-93.9% | $4,876-95.0% |
| Participant deferral / active EE | $761 | $4,005-81.0% | $3,287-76.8% | $5,439-86.0% |
| Admin fee / account holder | $254 | $7,424-96.6% | $5,478-95.4% | $10,885-97.7% |