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 | $90,326 | $178,174-49.3% | $156,181-42.2% | $137,256-34.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 12.86% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,673 | $4,972-66.3% | $4,294-61.0% | $4,156-59.7% |
| Participant deferral / active EE | $2,697 | $6,888-60.8% | $6,132-56.0% | $6,407-57.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |