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 | $33,200 | $165,912-80.0% | $122,332-72.9% | $147,584-77.5% |
| Participation rate | 38.5% | 79.6%-41.1pp | 71.6%-33.2pp | 82.8%-44.4pp |
| Annual return | 27.66% | 34.55%-6.9pp | 30.27%-2.6pp | 578.55%-550.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,554 | $4,005-36.2% | $3,287-22.3% | $5,439-53.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |