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 | $110,547 | $165,912-33.4% | $122,332-9.6% | $147,584-25.1% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 24.10% | 34.55%-10.5pp | 30.27%-6.2pp | 578.55%-554.4pp |
| Employer contribution / active EE | $778 | $5,754-86.5% | $4,050-80.8% | $4,876-84.0% |
| Participant deferral / active EE | $1,863 | $4,005-53.5% | $3,287-43.3% | $5,439-65.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |