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 | $63,058 | $88,707-28.9% | $74,183-15.0% | $273,961-77.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 9.29% | 11.94%-2.7pp | 17.74%-8.4pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,970 | $3,159+25.7% | $2,370+67.5% | $4,869-18.5% |
| Participant deferral / active EE | $7,171 | $4,212+70.3% | $3,550+102.0% | $5,287+35.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |