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 | $79,501 | $96,965-18.0% | $97,995-18.9% | $147,584-46.1% |
| Participation rate | 42.9% | 83.6%-40.8pp | 82.4%-39.5pp | 82.8%-40.0pp |
| Annual return | 19.28% | 24.11%-4.8pp | 23.94%-4.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,163 | $4,536-74.4% | $4,158-72.0% | $4,876-76.1% |
| Participant deferral / active EE | $5,443 | $5,081+7.1% | $5,097+6.8% | $5,439+0.1% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |