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 | $23,785 | $100,901-76.4% | $75,670-68.6% | $147,584-83.9% |
| Participation rate | 33.3% | 77.1%-43.8pp | 72.3%-39.0pp | 82.8%-49.5pp |
| Annual return | 31.74% | 35.78%-4.0pp | 27.34%+4.4pp | 578.55%-546.8pp |
| Employer contribution / active EE | $1,517 | $3,253-53.4% | $2,352-35.5% | $4,876-68.9% |
| Participant deferral / active EE | $2,821 | $4,027-30.0% | $3,142-10.2% | $5,439-48.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |