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 | $41,840 | $107,334-61.0% | $92,893-55.0% | $152,861-72.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 29.77% | 145.58%-115.8pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,004 | $4,221-52.5% | $3,653-45.1% | $4,762-57.9% |
| Participant deferral / active EE | $7,385 | $4,845+52.4% | $4,236+74.3% | $5,850+26.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |