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 | $30,711 | $107,334-71.4% | $92,893-66.9% | $152,861-79.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 22.24% | 145.58%-123.3pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,593 | $4,221-62.3% | $3,653-56.4% | $4,762-66.5% |
| Participant deferral / active EE | $2,936 | $4,845-39.4% | $4,236-30.7% | $5,850-49.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |