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 | $85,619 | $76,407+12.1% | $150,298-43.0% | $82,448+3.8% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 17.92% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,407 | $2,614-46.2% | $4,154-66.1% | $2,551-44.8% |
| Participant deferral / active EE | $4,376 | $3,214+36.1% | $5,453-19.7% | $4,139+5.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |