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 | $61,789 | $83,337-25.9% | $67,834-8.9% | $273,961-77.4% |
| Participation rate | 12.5% | 76.4%-63.9pp | 68.8%-56.3pp | 83.0%-70.5pp |
| Annual return | 11.43% | 259.45%-248.0pp | 138.47%-127.0pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,573 | $3,287-52.1% | $2,403-34.5% | $4,869-67.7% |
| Participant deferral / active EE | $1,573 | $4,088-61.5% | $3,160-50.2% | $5,287-70.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |