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 7-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 | $55,782 | $81,460-31.5% | $103,333-46.0% | $80,856-31.0% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,058 | $3,105-65.9% | $3,868-72.7% | $2,755-61.6% |
| Participant deferral / active EE | $1,735 | $3,869-55.1% | $5,057-65.7% | $4,296-59.6% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |