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 | $55,626 | $158,398-64.9% | $126,539-56.0% | $142,382-60.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 15.81% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $801 | $4,650-82.8% | $3,674-78.2% | $4,299-81.4% |
| Participant deferral / active EE | $1,833 | $4,767-61.6% | $4,083-55.1% | $6,507-71.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |