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 | $45,721 | $114,047-59.9% | $96,139-52.4% | $167,490-72.7% |
| Participation rate | 47.4% | 75.1%-27.7pp | 68.4%-21.1pp | 82.1%-34.7pp |
| Annual return | 15.87% | 189.88%-174.0pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,109 | $3,427-67.6% | $2,797-60.3% | $4,837-77.1% |
| Participant deferral / active EE | $4,227 | $5,194-18.6% | $4,349-2.8% | $6,341-33.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |